Wealth Enhancement Advisory Services’s Lazard LAZ Stock Holding History

Wealth Enhancement Advisory Services’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	$381K	Sell	9,209 -2,741	-23%	-$125K	﹤0.01%	2962
2026 Q1	$496K	Buy	11,950 +3,394	+40%	+$166K	﹤0.01%	2326
2025 Q4	$435K	Sell	8,556 -515	-6%	-$25.7K	﹤0.01%	2588
2025 Q3	$453K	Buy	9,071 +529	+6%	+$28.5K	﹤0.01%	2441
2025 Q2	$430K	Buy	8,542 +2,192	+35%	+$91.7K	﹤0.01%	2335
2025 Q1	$275K	Buy	6,350 +627	+11%	+$31.2K	﹤0.01%	2518
2024 Q4	$295K	Buy	5,723 +1,053	+23%	+$56.4K	﹤0.01%	2395
2024 Q3	$235K	Buy	+4,670	New	+$216K	﹤0.01%	2345

Other funds holding LAZ

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Wealth Enhancement Advisory Services's LAZ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Lazard (LAZ) stake by 23% in Q2 2026, selling an estimated $125K and leaving 9,209 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #2962.

Wealth Enhancement Advisory Services first reported a position in LAZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $496K in Q1 2026. 59 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

Wealth Enhancement Advisory Services held 9,209 shares of Lazard worth $381K as of Q2 2026.
Wealth Enhancement Advisory Services sold 2,741 Lazard shares in Q2 2026, an estimated $125K.
Lazard made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2962 holding.
Wealth Enhancement Advisory Services first reported a position in Lazard in Q3 2024 and has held it in 8 quarters since.
Wealth Enhancement Advisory Services's Lazard position peaked at $496K in Q1 2026.
59 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.