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Root Financial Partners’s Lazard LAZ Stock Holding History

Root Financial 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
Q2 		– Sell
-241
Closed -$10.2K – 1933
2026
Q1 		$10.2K Buy
241
+11
+5% +$538 ﹤0.01% 1676
2025
Q4 		$11.2K Buy
230
+13
+6% +$649 ﹤0.01% 1455
2025
Q3 		$11.5K Buy
+217
New +$11.7K ﹤0.01% 1398

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

Root Financial Partners's LAZ Position: Q2 2026 in Review

Root Financial Partners sold out of Lazard (LAZ) in Q2 2026, closing a stake of 241 shares — an estimated $10.2K sold.

Root Financial Partners first reported a position in LAZ in Q3 2025 and held it in 3 quarters. The position peaked at $11.5K in Q3 2025. 344 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Root Financial Partners reported no remaining Lazard position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 241 Lazard shares in Q2 2026, an estimated $10.2K.
  • Root Financial Partners first reported a position in Lazard in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Lazard position peaked at $11.5K in Q3 2025.
  • 344 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.