TWM
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Tradition Wealth Management’s Lazard LAZ Stock Holding History

Tradition 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 		$237K Sell
5,650
-875
-13% -$40.1K 0.01% 461
2026
Q1 		$277K Sell
6,525
-1,170
-15% -$57.2K 0.02% 405
2025
Q4 		$374K Sell
7,695
-1,780
-19% -$88.8K 0.03% 337
2025
Q3 		$500K Buy
9,475
+1,885
+25% +$102K 0.04% 288
2025
Q2 		$364K Buy
7,590
+325
+4% +$13.6K 0.03% 313
2025
Q1 		$315K Sell
7,265
-325
-4% -$16.2K 0.03% 324
2024
Q4 		$391K Buy
+7,590
New +$407K 0.03% 284

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

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

Tradition Wealth Management reduced its Lazard (LAZ) stake by 13% in Q2 2026, selling an estimated $40.1K and leaving 5,650 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #461.

Tradition Wealth Management first reported a position in LAZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $500K in Q3 2025. 345 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Tradition Wealth Management held 5,650 shares of Lazard worth $237K as of Q2 2026.
  • Tradition Wealth Management sold 875 Lazard shares in Q2 2026, an estimated $40.1K.
  • Lazard made up 0.01% of Tradition Wealth Management's portfolio in Q2 2026, its #461 holding.
  • Tradition Wealth Management first reported a position in Lazard in Q4 2024 and has held it in 7 quarters since.
  • Tradition Wealth Management's Lazard position peaked at $500K in Q3 2025.
  • 345 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

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