Ray Dalio
LAZ icon

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
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
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

Ray Dalio's LAZ Position: Q1 2026 in Review

Ray Dalio reduced its Lazard (LAZ) stake by 56% in Q1 2026, selling an estimated $338K and leaving 5,393 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

Ray Dalio first reported a position in LAZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $969K in Q3 2025. 335 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

  • Ray Dalio held 5,393 shares of Lazard worth $229K as of Q1 2026.
  • Ray Dalio sold 6,914 Lazard shares in Q1 2026, an estimated $338K.
  • Lazard made up ﹤0.01% of Ray Dalio's portfolio in Q1 2026, its #972 holding.
  • Ray Dalio first reported a position in Lazard in Q3 2025 and has held it in 3 quarters since.
  • Ray Dalio's Lazard position peaked at $969K in Q3 2025.
  • 335 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.