Robertson Stephens Wealth Management
THMZ icon

Robertson Stephens Wealth Management’s Lazard Equity Megatrends ETF THMZ Stock Holding History

Robertson Stephens Wealth Management’s Portfolio THMZ Stock Details THMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$292K Hold
8,470
– – 0.01% 522
2026
Q2 		$288K Sell
8,470
-1,144
-12% -$37.3K 0.01% 534
2026
Q1 		$281K Buy
9,614
+3,001
+45% +$94.6K 0.01% 522
2025
Q4 		$216K Buy
+6,613
New +$214K 0.01% 588

Other funds holding THMZ

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Robertson Stephens Wealth Management's THMZ Position: Q3 2026 in Review

Robertson Stephens Wealth Management held its Lazard Equity Megatrends ETF (THMZ) position steady in Q3 2026 at 8,470 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #522.

Robertson Stephens Wealth Management first reported a position in THMZ in Q4 2025 and has held it in 4 quarters since. 3 funds tracked by Wall St. Rank hold THMZ as of Q3 2026.

  • Robertson Stephens Wealth Management held 8,470 shares of Lazard Equity Megatrends ETF worth $292K as of Q3 2026.
  • Robertson Stephens Wealth Management left its Lazard Equity Megatrends ETF share count unchanged in Q3 2026.
  • Lazard Equity Megatrends ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #522 holding.
  • Robertson Stephens Wealth Management first reported a position in Lazard Equity Megatrends ETF in Q4 2025 and has held it in 4 quarters since.
  • 3 funds tracked by Wall St. Rank held Lazard Equity Megatrends ETF as of Q3 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.