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Carolinas Wealth Consulting’s Lazard LAZ Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-76
Closed -$3.29K – 527
2025
Q1 		$3.29K Buy
76
+7
+10% +$348 ﹤0.01% 681
2024
Q4 		$3.55K Buy
69
+15
+28% +$803 ﹤0.01% 695
2024
Q3 		$2.72K Hold
54
– – ﹤0.01% 767
2024
Q2 		$2.06K Buy
54
+16
+42% +$625 ﹤0.01% 792
2024
Q1 		$1.59K Buy
+38
New +$1.48K ﹤0.01% 826

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 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 $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Carolinas Wealth Consulting's LAZ Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Lazard (LAZ) in Q2 2025, closing a stake of 76 shares — an estimated $3.29K sold.

Carolinas Wealth Consulting first reported a position in LAZ in Q1 2024 and held it in 5 quarters. The position peaked at $3.55K in Q4 2024. 301 funds tracked by Wall St. Rank hold LAZ as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Lazard position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 76 Lazard shares in Q2 2025, an estimated $3.29K.
  • Carolinas Wealth Consulting first reported a position in Lazard in Q1 2024 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Lazard position peaked at $3.55K in Q4 2024.
  • 301 funds tracked by Wall St. Rank held Lazard as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.