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Steward Partners Investment Advisory’s Lazard LAZ Stock Holding History

Steward Partners Investment Advisory’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 		$63.1K Buy
1,486
+151
+11% +$7.39K ﹤0.01% 2653
2025
Q4 		$64.8K Sell
1,335
-100
-7% -$4.99K ﹤0.01% 2534
2025
Q3 		$75.7K Buy
1,435
+170
+13% +$9.17K ﹤0.01% 2400
2025
Q2 		$60.7K Buy
1,265
+36
+3% +$1.5K ﹤0.01% 2383
2025
Q1 		$53.2K Hold
1,229
– – ﹤0.01% 2350
2024
Q4 		$63.3K Buy
1,229
+34
+3% +$1.82K ﹤0.01% 2215
2024
Q3 		$60.2K Hold
1,195
– – ﹤0.01% 2137
2024
Q2 		$45.6K Hold
1,195
– – ﹤0.01% 2148
2024
Q1 		$50K Buy
1,195
+500
+72% +$19.5K ﹤0.01% 2119
2023
Q4 		$24.2K Hold
695
– – ﹤0.01% 2315
2023
Q3 		$21.6K Buy
695
+644
+1,263% +$21.6K ﹤0.01% 2272
2023
Q2 		$1.63K Hold
51
– – ﹤0.01% 3066
2023
Q1 		$1.69K Hold
51
– – ﹤0.01% 3048
2022
Q4 		$1.77K Sell
51
-1,500
-97% -$53.3K ﹤0.01% 3040
2022
Q3 		$49K Buy
1,551
+500
+48% +$18K ﹤0.01% 1801
2022
Q2 		$34K Hold
1,051
– – ﹤0.01% 1982
2022
Q1 		$36K Sell
1,051
-575
-35% -$22.2K ﹤0.01% 2085
2021
Q4 		$71K Hold
1,626
– – ﹤0.01% 1740
2021
Q3 		$74K Buy
1,626
+500
+44% +$23.3K ﹤0.01% 1682
2021
Q2 		$51K Buy
1,126
+500
+80% +$22.9K ﹤0.01% 3350
2021
Q1 		$27.2K Buy
626
+527
+532% +$22.4K ﹤0.01% 2323
2020
Q4 		$4K Buy
99
+48
+94% +$1.81K ﹤0.01% 2568
2020
Q3 		$2K Sell
51
-74
-59% -$2.28K ﹤0.01% 2582
2020
Q2 		$4K Buy
125
+74
+145% +$2K ﹤0.01% 2330
2020
Q1 		$1K Sell
51
-137
-73% -$5.07K ﹤0.01% 2395
2019
Q4 		$7K Sell
188
-500
-73% -$18.9K ﹤0.01% 2147
2019
Q3 		$24K Buy
688
+500
+266% +$17.7K ﹤0.01% 1662
2019
Q2 		$6K Buy
+188
New +$6.74K ﹤0.01% 2160
2018
Q4 		– Sell
-189
Closed -$9K – 1524
2018
Q3 		$9K Buy
189
+1
+0.5% +$50 ﹤0.01% 1924
2018
Q2 		$9K Hold
188
– – ﹤0.01% 1780
2018
Q1 		$9K Buy
+188
New +$10.4K ﹤0.01% 1612

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 $5.72T 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 $432B AUM 30.22% 1-Year Est. Return

Steward Partners Investment Advisory's LAZ Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Lazard (LAZ) stake by 11% in Q1 2026, buying an estimated $7.39K and bringing the position to 1,486 shares worth $63.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2653.

Steward Partners Investment Advisory first reported a position in LAZ in Q1 2018 and has held it in 31 quarters since. The position peaked at $75.7K in Q3 2025. 335 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

  • Steward Partners Investment Advisory held 1,486 shares of Lazard worth $63.1K as of Q1 2026.
  • Steward Partners Investment Advisory bought 151 Lazard shares in Q1 2026, an estimated $7.39K.
  • Lazard made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2653 holding.
  • Steward Partners Investment Advisory first reported a position in Lazard in Q1 2018 and has held it in 31 quarters since.
  • Steward Partners Investment Advisory's Lazard position peaked at $75.7K in Q3 2025.
  • 335 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.