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Purpose Unlimited Inc’s Lazard LAZ Stock Holding History

Purpose Unlimited Inc’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 		$7.81M Buy
183,755
+7,229
+4% +$354K 0.32% 57
2025
Q4 		$8.57M Buy
+176,526
New +$8.81M 0.39% 49

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 $6.73T AUM 46.02% 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 $336B AUM 34.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Purpose Unlimited Inc's LAZ Position: Q1 2026 in Review

Purpose Unlimited Inc increased its Lazard (LAZ) stake by 4.1% in Q1 2026, buying an estimated $354K and bringing the position to 183,755 shares worth $7.81M. The position accounts for 0.32% of the portfolio, ranked #57.

Purpose Unlimited Inc first reported a position in LAZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $8.57M in Q4 2025. 335 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

  • Purpose Unlimited Inc held 183,755 shares of Lazard worth $7.81M as of Q1 2026.
  • Purpose Unlimited Inc bought 7,229 Lazard shares in Q1 2026, an estimated $354K.
  • Lazard made up 0.32% of Purpose Unlimited Inc's portfolio in Q1 2026, its #57 holding.
  • Purpose Unlimited Inc first reported a position in Lazard in Q4 2025 and has held it in 2 quarters since.
  • Purpose Unlimited Inc's Lazard position peaked at $8.57M in Q4 2025.
  • 335 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.