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O'Shaughnessy Asset Management’s Lazard LAZ Stock Holding History

O'Shaughnessy Asset Management’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
2026
Q2 		– Sell
-6,424
Closed -$273K – 2749
2026
Q1 		$273K Sell
6,424
-2,162
-25% -$106K ﹤0.01% 1826
2025
Q4 		$417K Buy
8,586
+685
+9% +$34.2K ﹤0.01% 1593
2025
Q3 		$417K Buy
7,901
+1,356
+21% +$73.1K ﹤0.01% 1585
2025
Q2 		$314K Buy
+6,545
New +$274K ﹤0.01% 1605

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

O'Shaughnessy Asset Management's LAZ Position: Q2 2026 in Review

O'Shaughnessy Asset Management sold out of Lazard (LAZ) in Q2 2026, closing a stake of 6,424 shares — an estimated $273K sold.

O'Shaughnessy Asset Management first reported a position in LAZ in Q2 2025 and held it in 4 quarters. The position peaked at $417K in Q3 2025. 345 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • O'Shaughnessy Asset Management reported no remaining Lazard position as of Q2 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 6,424 Lazard shares in Q2 2026, an estimated $273K.
  • O'Shaughnessy Asset Management first reported a position in Lazard in Q2 2025 and held it in 4 quarters.
  • O'Shaughnessy Asset Management's Lazard position peaked at $417K in Q3 2025.
  • 345 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.