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Whipplewood Advisors’s Lazard LAZ Stock Holding History

Whipplewood 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
2025
Q3 		– Sell
-15
Closed -$720 – 777
2025
Q2 		$720 Sell
15
-5
-25% -$209 ﹤0.01% 1068
2025
Q1 		$650 Buy
20
+5
+33% +$249 ﹤0.01% 1093
2024
Q4 		$772 Buy
+15
New +$803 ﹤0.01% 1056

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Whipplewood Advisors's LAZ Position: Q3 2025 in Review

Whipplewood Advisors sold out of Lazard (LAZ) in Q3 2025, closing a stake of 15 shares — an estimated $720 sold.

Whipplewood Advisors first reported a position in LAZ in Q4 2024 and held it in 3 quarters. The position peaked at $772 in Q4 2024. 341 funds tracked by Wall St. Rank hold LAZ as of Q3 2025.

  • Whipplewood Advisors reported no remaining Lazard position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 15 Lazard shares in Q3 2025, an estimated $720.
  • Whipplewood Advisors first reported a position in Lazard in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's Lazard position peaked at $772 in Q4 2024.
  • 341 funds tracked by Wall St. Rank held Lazard as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.