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 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 $324B AUM 22.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Robertson Stephens Wealth Management's THMZ Position: Q1 2026 in Review

Robertson Stephens Wealth Management increased its Lazard Equity Megatrends ETF (THMZ) stake by 45% in Q1 2026, buying an estimated $94.6K and bringing the position to 9,614 shares worth $281K. 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 2 quarters since. 5 funds tracked by Wall St. Rank hold THMZ as of Q1 2026.

Robertson Stephens Wealth Management held 9,614 shares of Lazard Equity Megatrends ETF worth $281K as of Q1 2026.
Robertson Stephens Wealth Management bought 3,001 Lazard Equity Megatrends ETF shares in Q1 2026, an estimated $94.6K.
Lazard Equity Megatrends ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q1 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 2 quarters since.
5 funds tracked by Wall St. Rank held Lazard Equity Megatrends ETF as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.