PWM
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Parkworth Wealth Management’s Lazard LAZ Stock Holding History

Parkworth Wealth 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
2025
Q2 		$48 Hold
1
– – ﹤0.01% 1280
2025
Q1 		$43 Hold
1
– – ﹤0.01% 1127
2024
Q4 		$51 Buy
+1
New +$54 ﹤0.01% 1152

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
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Parkworth Wealth Management's LAZ Position: Q2 2025 in Review

Parkworth Wealth Management held its Lazard (LAZ) position steady in Q2 2025 at 1 share worth $48. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

Parkworth Wealth Management first reported a position in LAZ in Q4 2024 and has held it in 3 quarters since. The position peaked at $51 in Q4 2024. 301 funds tracked by Wall St. Rank hold LAZ as of Q2 2025.

  • Parkworth Wealth Management held 1 share of Lazard worth $48 as of Q2 2025.
  • Parkworth Wealth Management left its Lazard share count unchanged in Q2 2025.
  • Lazard made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1280 holding.
  • Parkworth Wealth Management first reported a position in Lazard in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Lazard position peaked at $51 in Q4 2024.
  • 301 funds tracked by Wall St. Rank held Lazard as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.