Turning Point Benefit Group’s Lazard LAZ Stock Holding History

Turning Point Benefit Group’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	–	Sell	-40	Closed	-$1.94K	–	478
2025 Q4	$1.94K	Buy	+40	New	+$2K	﹤0.01%	451

Other funds holding LAZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Turning Point Benefit Group's LAZ Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Lazard (LAZ) in Q1 2026, closing a stake of 40 shares — an estimated $1.94K sold.

Turning Point Benefit Group first reported a position in LAZ in Q4 2025 and held it in 1 quarter. The position peaked at $1.94K in Q4 2025. 337 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

Turning Point Benefit Group reported no remaining Lazard position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 40 Lazard shares in Q1 2026, an estimated $1.94K.
Turning Point Benefit Group first reported a position in Lazard in Q4 2025 and held it in 1 quarter.
Turning Point Benefit Group's Lazard position peaked at $1.94K in Q4 2025.
337 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.