Quest 10 Wealth Builders
LAZ icon

Quest 10 Wealth Builders’s Lazard LAZ Stock Holding History

Quest 10 Wealth Builders’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
Q3 		$23.4K Hold
645
– – 0.02% 350
2026
Q2 		$27.1K Hold
645
– – 0.02% 296
2026
Q1 		$27.4K Sell
645
-6
-0.9% -$294 0.02% 292
2025
Q4 		$31.6K Buy
+651
New +$32.5K 0.03% 247

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Quest 10 Wealth Builders's LAZ Position: Q3 2026 in Review

Quest 10 Wealth Builders held its Lazard (LAZ) position steady in Q3 2026 at 645 shares worth $23.4K. The position accounts for 0.02% of the portfolio, ranked #350.

Quest 10 Wealth Builders first reported a position in LAZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $31.6K in Q4 2025. 199 funds tracked by Wall St. Rank hold LAZ as of Q3 2026.

  • Quest 10 Wealth Builders held 645 shares of Lazard worth $23.4K as of Q3 2026.
  • Quest 10 Wealth Builders left its Lazard share count unchanged in Q3 2026.
  • Lazard made up 0.02% of Quest 10 Wealth Builders's portfolio in Q3 2026, its #350 holding.
  • Quest 10 Wealth Builders first reported a position in Lazard in Q4 2025 and has held it in 4 quarters since.
  • Quest 10 Wealth Builders's Lazard position peaked at $31.6K in Q4 2025.
  • 199 funds tracked by Wall St. Rank held Lazard as of Q3 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q3 2026, filed 2 Nov 2026.