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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Strategic Wealth Partners's LAZ Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Lazard (LAZ) stake by 40% in Q1 2026, selling an estimated $90.1K and leaving 2,788 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #360.

Strategic Wealth Partners first reported a position in LAZ in Q4 2018 and has held it in 13 quarters since. The position peaked at $11.7M in Q4 2024. 335 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

Strategic Wealth Partners held 2,788 shares of Lazard worth $130K as of Q1 2026.
Strategic Wealth Partners sold 1,841 Lazard shares in Q1 2026, an estimated $90.1K.
Lazard made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #360 holding.
Strategic Wealth Partners first reported a position in Lazard in Q4 2018 and has held it in 13 quarters since.
Strategic Wealth Partners's Lazard position peaked at $11.7M in Q4 2024.
335 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.