Riverwater Partners’s Lazard LAZ Stock Holding History

Riverwater Partners’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	–	Sell	-29,801	Closed	-$1.45M	–	224
2025 Q4	$1.45M	Buy	29,801 +12,373	+71%	+$617K	0.56%	65
2025 Q3	$920K	Buy	+17,428	New	+$940K	0.38%	82

Other funds holding LAZ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Riverwater Partners's LAZ Position: Q1 2026 in Review

Riverwater Partners sold out of Lazard (LAZ) in Q1 2026, closing a stake of 29,801 shares — an estimated $1.45M sold.

Riverwater Partners first reported a position in LAZ in Q3 2025 and held it in 2 quarters. The position peaked at $1.45M in Q4 2025. 335 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

Riverwater Partners reported no remaining Lazard position as of Q1 2026 after selling out during the quarter.
Riverwater Partners sold 29,801 Lazard shares in Q1 2026, an estimated $1.45M.
Riverwater Partners first reported a position in Lazard in Q3 2025 and held it in 2 quarters.
Riverwater Partners's Lazard position peaked at $1.45M in Q4 2025.
335 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on Riverwater Partners's 13F filing for Q1 2026, filed 8 May 2026.