SFA
LAZ icon

Sequoia Financial Advisors’s Lazard LAZ Stock Holding History

Sequoia Financial Advisors’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 		$366K Sell
8,625
-1,274
-13% -$62.3K ﹤0.01% 1443
2025
Q4 		$481K Buy
9,899
+2,970
+43% +$148K ﹤0.01% 1303
2025
Q3 		$366K Buy
6,929
+2,524
+57% +$136K ﹤0.01% 1291
2025
Q2 		$211K Buy
+4,405
New +$184K ﹤0.01% 1458
2018
Q4 		– Sell
-98,317
Closed -$4.73M – 319
2018
Q3 		$4.73M Buy
98,317
+1,967
+2% +$97.8K 0.47% 40
2018
Q2 		$4.71M Buy
96,350
+478
+0.5% +$25.3K 0.5% 40
2018
Q1 		$5.04M Buy
95,872
+44
+0% +$2.44K 0.53% 34
2017
Q4 		$5.03M Buy
95,828
+3,183
+3% +$153K 0.53% 39
2017
Q3 		$4.19M Buy
92,645
+4,076
+5% +$181K 0.5% 42
2017
Q2 		$4.1M Buy
88,569
+7,373
+9% +$331K 0.51% 44
2017
Q1 		$3.73M Buy
+81,196
New +$3.5M 0.48% 44

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return