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Wealth Preservation Advisors’s Lazard LAZ Stock Holding History

Wealth Preservation 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
Q1 		– Sell
-69
Closed -$3.35K – 1121
2025
Q4 		$3.35K Hold
69
– – ﹤0.01% 445
2025
Q3 		$3.64K Hold
69
– – ﹤0.01% 414
2025
Q2 		$3.31K Hold
69
– – ﹤0.01% 415
2025
Q1 		$2.99K Buy
+69
New +$3.43K ﹤0.01% 443

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealth Preservation Advisors's LAZ Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Lazard (LAZ) in Q1 2026, closing a stake of 69 shares — an estimated $3.35K sold.

Wealth Preservation Advisors first reported a position in LAZ in Q1 2025 and held it in 4 quarters. The position peaked at $3.64K in Q3 2025. 336 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Lazard position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 69 Lazard shares in Q1 2026, an estimated $3.35K.
  • Wealth Preservation Advisors first reported a position in Lazard in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Lazard position peaked at $3.64K in Q3 2025.
  • 336 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.