SAG
LAZ icon

SageView Advisory Group’s Lazard LAZ Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-497
Closed -$24.1K – 1609
2025
Q4 		$24.1K Buy
+497
New +$24.8K ﹤0.01% 1369
2025
Q3 		– Sell
-3,711
Closed -$202K – 653
2025
Q2 		$202K Buy
+3,711
New +$155K 0.01% 602

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SageView Advisory Group's LAZ Position: Q1 2026 in Review

SageView Advisory Group sold out of Lazard (LAZ) in Q1 2026, closing a stake of 497 shares — an estimated $24.1K sold.

SageView Advisory Group first reported a position in LAZ in Q2 2025 and held it in 2 quarters. The position peaked at $202K in Q2 2025. 336 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

  • SageView Advisory Group reported no remaining Lazard position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 497 Lazard shares in Q1 2026, an estimated $24.1K.
  • SageView Advisory Group first reported a position in Lazard in Q2 2025 and held it in 2 quarters.
  • SageView Advisory Group's Lazard position peaked at $202K in Q2 2025.
  • 336 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.