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LAZ icon

True Wealth Design’s Lazard LAZ Stock Holding History

True Wealth Design’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 		$126 Buy
+3
New +$137 ﹤0.01% 2517
2026
Q1 		– Sell
-75
Closed -$3.64K – 2783
2025
Q4 		$3.64K Buy
75
+63
+525% +$3.14K ﹤0.01% 1220
2025
Q3 		$634 Hold
12
– – ﹤0.01% 1931
2025
Q2 		$576 Buy
12
+4
+50% +$167 ﹤0.01% 1689
2025
Q1 		$347 Buy
+8
New +$398 ﹤0.01% 1718

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

True Wealth Design's LAZ Position: Q2 2026 in Review

True Wealth Design opened a new position in Lazard (LAZ) in Q2 2026: 3 shares worth $126. The stake represents ﹤0.01% of the portfolio and ranks #2517 among its holdings. This is a return to the name: True Wealth Design previously reported a position in LAZ as recently as Q4 2025.

True Wealth Design first reported a position in LAZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.64K in Q4 2025. 344 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • True Wealth Design held 3 shares of Lazard worth $126 as of Q2 2026.
  • Lazard was a new True Wealth Design position in Q2 2026.
  • Lazard made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2517 holding.
  • True Wealth Design first reported a position in Lazard in Q1 2025 and has held it in 5 quarters since.
  • True Wealth Design's Lazard position peaked at $3.64K in Q4 2025.
  • 344 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.