SHP Wealth Management’s Lazard LAZ Stock Holding History

SHP Wealth Management’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	$1.3K	Buy	31 +8	+35%	+$366	﹤0.01%	1512
2026 Q1	$977	Buy	+23	New	+$1.13K	﹤0.01%	1460

Other funds holding LAZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

SHP Wealth Management's LAZ Position: Q2 2026 in Review

SHP Wealth Management increased its Lazard (LAZ) stake by 35% in Q2 2026, buying an estimated $366 and bringing the position to 31 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

SHP Wealth Management first reported a position in LAZ in Q1 2026 and has held it in 2 quarters since. 345 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

SHP Wealth Management held 31 shares of Lazard worth $1.3K as of Q2 2026.
SHP Wealth Management bought 8 Lazard shares in Q2 2026, an estimated $366.
Lazard made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1512 holding.
SHP Wealth Management first reported a position in Lazard in Q1 2026 and has held it in 2 quarters since.
345 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.