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Twin Peaks Wealth Advisors’s Lazard LAZ Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-5
Closed -$212 – 1309
2026
Q1 		$212 Buy
+5
New +$245 ﹤0.01% 2162
2025
Q3 		– Sell
-2
Closed -$108 – 1238
2025
Q2 		$108 Buy
+2
New +$84 ﹤0.01% 2097

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

Twin Peaks Wealth Advisors's LAZ Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Lazard (LAZ) in Q2 2026, closing a stake of 5 shares — an estimated $212 sold.

Twin Peaks Wealth Advisors first reported a position in LAZ in Q2 2025 and held it in 2 quarters. The position peaked at $212 in Q1 2026. 344 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Lazard position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 5 Lazard shares in Q2 2026, an estimated $212.
  • Twin Peaks Wealth Advisors first reported a position in Lazard in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Lazard position peaked at $212 in Q1 2026.
  • 344 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.