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Physician Wealth Advisors’s Lazard LAZ Stock Holding History

Physician Wealth Advisors’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
-47
Closed -$2K – 2406
2026
Q1 		$2K Buy
+47
New +$2.3K ﹤0.01% 1356
2025
Q4 		– Sell
-14
Closed -$739 – 2102
2025
Q3 		$739 Buy
+14
New +$755 ﹤0.01% 1716

Other funds holding LAZ

GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Physician Wealth Advisors's LAZ Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Lazard (LAZ) in Q2 2026, closing a stake of 47 shares — an estimated $2K sold.

Physician Wealth Advisors first reported a position in LAZ in Q3 2025 and held it in 2 quarters. The position peaked at $2K in Q1 2026. 102 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Physician Wealth Advisors reported no remaining Lazard position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 47 Lazard shares in Q2 2026, an estimated $2K.
  • Physician Wealth Advisors first reported a position in Lazard in Q3 2025 and held it in 2 quarters.
  • Physician Wealth Advisors's Lazard position peaked at $2K in Q1 2026.
  • 102 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.