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 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

Robertson Stephens Wealth Management reduced its Lazard Equity Megatrends ETF (THMZ) stake by 12% in Q2 2026, selling an estimated $37.3K and leaving 8,470 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #534.

Robertson Stephens Wealth Management first reported a position in THMZ in Q4 2025 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold THMZ as of Q2 2026.

Robertson Stephens Wealth Management held 8,470 shares of Lazard Equity Megatrends ETF worth $288K as of Q2 2026.
Robertson Stephens Wealth Management sold 1,144 Lazard Equity Megatrends ETF shares in Q2 2026, an estimated $37.3K.
Lazard Equity Megatrends ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #534 holding.
Robertson Stephens Wealth Management first reported a position in Lazard Equity Megatrends ETF in Q4 2025 and has held it in 3 quarters since.
5 funds tracked by Wall St. Rank held Lazard Equity Megatrends ETF as of Q2 2026.

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