Wealth Enhancement Advisory Services
LAZ icon

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

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

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. 344 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.
  • 344 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.