OPS
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Orion Portfolio Solutions’s Lazard LAZ Stock Holding History

Orion Portfolio Solutions’s Portfolio LAZ Stock Details LAZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.01M Sell
23,375
-4,068
-15% -$202K 0.01% 1084
2024
Q4 		$1.41M Sell
27,443
-699
-2% -$37.4K 0.01% 870
2024
Q3 		$1.42M Buy
28,142
+1,987
+8% +$92.1K 0.01% 861
2024
Q2 		$999K Sell
26,155
-728
-3% -$28.4K 0.01% 992
2024
Q1 		$1.13M Buy
+26,883
New +$1.05M 0.01% 936

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Orion Portfolio Solutions's LAZ Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Lazard (LAZ) stake by 15% in Q1 2025, selling an estimated $202K and leaving 23,375 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #1084.

Orion Portfolio Solutions first reported a position in LAZ in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.42M in Q3 2024. 287 funds tracked by Wall St. Rank hold LAZ as of Q1 2025.

  • Orion Portfolio Solutions held 23,375 shares of Lazard worth $1.01M as of Q1 2025.
  • Orion Portfolio Solutions sold 4,068 Lazard shares in Q1 2025, an estimated $202K.
  • Lazard made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1084 holding.
  • Orion Portfolio Solutions first reported a position in Lazard in Q1 2024 and has held it in 5 quarters since.
  • Orion Portfolio Solutions's Lazard position peaked at $1.42M in Q3 2024.
  • 287 funds tracked by Wall St. Rank held Lazard as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.