Spire Wealth Management’s Lazard LAZ Stock Holding History

Spire 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	$16.1K	Sell	383 -1,026	-73%	-$47K	﹤0.01%	1514
2026 Q1	$59.9K	Buy	1,409 +12	+0.9%	+$587	﹤0.01%	1123
2025 Q4	$67.8K	Buy	1,397 +104	+8%	+$5.19K	﹤0.01%	1093
2025 Q3	$68.2K	Buy	1,293 +170	+15%	+$9.17K	﹤0.01%	1131
2025 Q2	$53.9K	Sell	1,123 -164	-13%	-$6.86K	﹤0.01%	1168
2025 Q1	$55.7K	Sell	1,287 -50	-4%	-$2.49K	﹤0.01%	1239
2024 Q4	$68.8K	Buy	+1,337	New	+$71.6K	﹤0.01%	1164
2023 Q4	–	Sell	-35	Closed	-$1.08K	–	2423
2023 Q3	$1.08K	Hold	35	–	–	﹤0.01%	2237
2023 Q2	$1.12K	Sell	35 -272	-89%	-$8.41K	﹤0.01%	2293
2023 Q1	$10.2K	Sell	307 -673	-69%	-$24.8K	﹤0.01%	1839
2022 Q4	$34K	Buy	980 +77	+9%	+$2.74K	﹤0.01%	1137
2022 Q3	$29K	Buy	+903	New	+$32.5K	﹤0.01%	1168
2022 Q2	–	Sell	-50	Closed	-$2K	–	2763
2022 Q1	$2K	Hold	50	–	–	﹤0.01%	2401
2021 Q4	$2K	Hold	50	–	–	﹤0.01%	2776
2021 Q3	$2K	Sell	50 -50	-50%	-$2.33K	﹤0.01%	2466
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	2312
2021 Q1	$4K	Buy	+100	New	+$4.25K	﹤0.01%	2695

Other funds holding LAZ

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Lawood & Co Williamsport, Pennsylvania $148M AUM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return