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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
Q3 		$2.39K Buy
66
+63
+2,100% +$2.63K ﹤0.01% 1610
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

GHAM
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

True Wealth Design's LAZ Position: Q3 2026 in Review

True Wealth Design increased its Lazard (LAZ) stake by 2,100% in Q3 2026, buying an estimated $2.63K and bringing the position to 66 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

True Wealth Design first reported a position in LAZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.64K in Q4 2025. 15 funds tracked by Wall St. Rank hold LAZ as of Q3 2026.

  • True Wealth Design held 66 shares of Lazard worth $2.39K as of Q3 2026.
  • True Wealth Design bought 63 Lazard shares in Q3 2026, an estimated $2.63K.
  • Lazard made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1610 holding.
  • True Wealth Design first reported a position in Lazard in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Lazard position peaked at $3.64K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Lazard as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.