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Robertson Stephens Wealth Management’s Lazard LAZ Stock Holding History

Robertson Stephens 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 		$1.63M Buy
38,846
+321
+0.8% +$14.7K 0.04% 237
2026
Q1 		$1.64M Buy
38,525
+305
+0.8% +$14.9K 0.05% 231
2025
Q4 		$1.86M Buy
+38,220
New +$1.91M 0.05% 225

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

Robertson Stephens Wealth Management's LAZ Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Lazard (LAZ) stake by 0.83% in Q2 2026, buying an estimated $14.7K and bringing the position to 38,846 shares worth $1.63M. The position accounts for 0.04% of the portfolio, ranked #237.

Robertson Stephens Wealth Management first reported a position in LAZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.86M in Q4 2025. 344 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Robertson Stephens Wealth Management held 38,846 shares of Lazard worth $1.63M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 321 Lazard shares in Q2 2026, an estimated $14.7K.
  • Lazard made up 0.04% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #237 holding.
  • Robertson Stephens Wealth Management first reported a position in Lazard in Q4 2025 and has held it in 3 quarters since.
  • Robertson Stephens Wealth Management's Lazard position peaked at $1.86M in Q4 2025.
  • 344 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.