Pathstone Holdings
LAZ icon

Pathstone Holdings’s Lazard LAZ Stock Holding History

Pathstone Holdings’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
Q1 		$380K Sell
8,942
-678
-7% -$33.2K ﹤0.01% 1871
2025
Q4 		$467K Buy
9,620
+3
+0% +$150 ﹤0.01% 1774
2025
Q3 		$508K Buy
9,617
+916
+11% +$49.4K ﹤0.01% 1764
2025
Q2 		$417K Buy
+8,701
New +$364K ﹤0.01% 1795
2025
Q1 		– Sell
-8,275
Closed -$426K – 2328
2024
Q4 		$426K Buy
8,275
+2,722
+49% +$146K ﹤0.01% 1800
2024
Q3 		$280K Sell
5,553
-2,893
-34% -$134K ﹤0.01% 2013
2024
Q2 		$322K Buy
+8,446
New +$330K ﹤0.01% 1906
2024
Q1 		– Sell
-8,895
Closed -$321K – 2329
2023
Q4 		$321K Buy
+8,895
New +$268K ﹤0.01% 1782

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return