Ray Dalio’s Lazard LAZ Stock Holding History

Ray Dalio’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	-5,393	Closed	-$229K	–	1099
2026 Q1	$229K	Sell	5,393 -6,914	-56%	-$338K	﹤0.01%	972
2025 Q4	$598K	Sell	12,307 -6,059	-33%	-$302K	﹤0.01%	952
2025 Q3	$969K	Buy	+18,366	New	+$991K	﹤0.01%	853

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 $3.38T AUM 44.17% 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

Ray Dalio's LAZ Position: Q2 2026 in Review

Ray Dalio sold out of Lazard (LAZ) in Q2 2026, closing a stake of 5,393 shares — an estimated $229K sold.

Ray Dalio first reported a position in LAZ in Q3 2025 and held it in 3 quarters. The position peaked at $969K in Q3 2025. 346 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

Ray Dalio reported no remaining Lazard position as of Q2 2026 after selling out during the quarter.
Ray Dalio sold 5,393 Lazard shares in Q2 2026, an estimated $229K.
Ray Dalio first reported a position in Lazard in Q3 2025 and held it in 3 quarters.
Ray Dalio's Lazard position peaked at $969K in Q3 2025.
346 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.