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Wealthspire Advisors (New York)’s Lazard LAZ Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-168
Closed -$8.87K – 2050
2025
Q3 		$8.87K Buy
+168
New +$9.06K ﹤0.01% 2077

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (New York)'s LAZ Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Lazard (LAZ) in Q4 2025, closing a stake of 168 shares — an estimated $8.87K sold.

Wealthspire Advisors (New York) first reported a position in LAZ in Q3 2025 and held it in 1 quarter. The position peaked at $8.87K in Q3 2025. 335 funds tracked by Wall St. Rank hold LAZ as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Lazard position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 168 Lazard shares in Q4 2025, an estimated $8.87K.
  • Wealthspire Advisors (New York) first reported a position in Lazard in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Lazard position peaked at $8.87K in Q3 2025.
  • 335 funds tracked by Wall St. Rank held Lazard as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.