Principia Wealth Advisory’s Lazard LAZ Stock Holding History

Principia Wealth Advisory’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	$1.51K	Buy	36 +3	+9%	+$137	﹤0.01%	669
2026 Q1	$1.4K	Buy	33 +3	+10%	+$147	﹤0.01%	616
2025 Q4	$1.46K	Sell	30 -3	-9%	-$150	﹤0.01%	557
2025 Q3	$1.74K	Buy	33 +2	+6%	+$108	﹤0.01%	465
2025 Q2	$1.49K	Buy	31 +24	+343%	+$1K	﹤0.01%	461
2025 Q1	$269	Buy	+7	New	+$348	﹤0.01%	722

Other funds holding LAZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Principia Wealth Advisory's LAZ Position: Q2 2026 in Review

Principia Wealth Advisory increased its Lazard (LAZ) stake by 9.1% in Q2 2026, buying an estimated $137 and bringing the position to 36 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Principia Wealth Advisory first reported a position in LAZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.74K in Q3 2025. 345 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

Principia Wealth Advisory held 36 shares of Lazard worth $1.51K as of Q2 2026.
Principia Wealth Advisory bought 3 Lazard shares in Q2 2026, an estimated $137.
Lazard made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #669 holding.
Principia Wealth Advisory first reported a position in Lazard in Q1 2025 and has held it in 6 quarters since.
Principia Wealth Advisory's Lazard position peaked at $1.74K in Q3 2025.
345 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.