WAU
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Wellington-Altus USA’s Lazard LAZ Stock Holding History

Wellington-Altus USA’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 		$26.2K Hold
617
– – 0.02% 447
2026
Q1 		$25.9K Sell
617
-95
-13% -$4.65K 0.02% 468
2025
Q4 		$34.6K Buy
+712
New +$35.5K 0.03% 369

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

Wellington-Altus USA's LAZ Position: Q2 2026 in Review

Wellington-Altus USA held its Lazard (LAZ) position steady in Q2 2026 at 617 shares worth $26.2K. The position accounts for 0.02% of the portfolio, ranked #447.

Wellington-Altus USA first reported a position in LAZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $34.6K in Q4 2025. 345 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Wellington-Altus USA held 617 shares of Lazard worth $26.2K as of Q2 2026.
  • Wellington-Altus USA left its Lazard share count unchanged in Q2 2026.
  • Lazard made up 0.02% of Wellington-Altus USA's portfolio in Q2 2026, its #447 holding.
  • Wellington-Altus USA first reported a position in Lazard in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Lazard position peaked at $34.6K in Q4 2025.
  • 345 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.