RWM
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Rialto Wealth Management’s Lazard LAZ Stock Holding History

Rialto Wealth Management’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 		$462 Sell
11
-1
-8% -$46 ﹤0.01% 1755
2026
Q1 		$510 Buy
12
+4
+50% +$196 ﹤0.01% 1365
2025
Q4 		$389 Buy
8
+1
+14% +$50 ﹤0.01% 1366
2025
Q3 		$370 Buy
7
+4
+133% +$216 ﹤0.01% 1354
2025
Q2 		$144 Buy
+3
New +$125 ﹤0.01% 1466

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Rialto Wealth Management's LAZ Position: Q2 2026 in Review

Rialto Wealth Management reduced its Lazard (LAZ) stake by 8.3% in Q2 2026, selling an estimated $46 and leaving 11 shares worth $462. The position accounts for ﹤0.01% of the portfolio, ranked #1755.

Rialto Wealth Management first reported a position in LAZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $510 in Q1 2026. 345 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Rialto Wealth Management held 11 shares of Lazard worth $462 as of Q2 2026.
  • Rialto Wealth Management sold 1 Lazard share in Q2 2026, an estimated $46.
  • Lazard made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1755 holding.
  • Rialto Wealth Management first reported a position in Lazard in Q2 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's Lazard position peaked at $510 in Q1 2026.
  • 345 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.