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Strategic Wealth Partners’s Lazard LAZ Stock Holding History

Strategic Wealth Partners’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 		$85K Sell
1,733
-1,055
-38% -$48.3K 0.01% 429
2026
Q1 		$130K Sell
2,788
-1,841
-40% -$90.1K 0.01% 360
2025
Q4 		$230K Sell
4,629
-210
-4% -$10.5K 0.02% 297
2025
Q3 		$256K Sell
4,839
-4,258
-47% -$230K 0.02% 308
2025
Q2 		$436K Buy
+9,097
New +$380K 0.03% 226
2024
Q4 		$11.7M Buy
216,094
+51,823
+32% +$2.78M 0.97% 27
2024
Q3 		$8.28M Sell
164,271
-31,583
-16% -$1.46M 0.8% 38
2024
Q2 		$7.48M Buy
195,854
+13,958
+8% +$545K 0.78% 35
2024
Q1 		$7.62M Buy
181,896
+17,626
+11% +$687K 0.84% 33
2023
Q4 		$5.72M Buy
164,270
+105,473
+179% +$3.18M 0.7% 43
2023
Q3 		$1.82M Buy
+58,797
New +$1.97M 0.24% 108
2022
Q2 		– Sell
-55,119
Closed -$1.9M – 263
2022
Q1 		$1.9M Buy
55,119
+1,655
+3% +$64K 0.37% 89
2021
Q4 		$2.33M Buy
+53,464
New +$2.5M 0.44% 71
2019
Q1 		– Sell
-6
Closed – – 795
2018
Q4 		$0 Buy
+6
New +$239 ﹤0.01% 694

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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

Strategic Wealth Partners's LAZ Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Lazard (LAZ) stake by 38% in Q2 2026, selling an estimated $48.3K and leaving 1,733 shares worth $85K. The position accounts for 0.01% of the portfolio, ranked #429.

Strategic Wealth Partners first reported a position in LAZ in Q4 2018 and has held it in 14 quarters since. The position peaked at $11.7M in Q4 2024. 344 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Strategic Wealth Partners held 1,733 shares of Lazard worth $85K as of Q2 2026.
  • Strategic Wealth Partners sold 1,055 Lazard shares in Q2 2026, an estimated $48.3K.
  • Lazard made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #429 holding.
  • Strategic Wealth Partners first reported a position in Lazard in Q4 2018 and has held it in 14 quarters since.
  • Strategic Wealth Partners's Lazard position peaked at $11.7M in Q4 2024.
  • 344 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.