CPC
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Consolidated Planning Corp’s Lazard LAZ Stock Holding History

Consolidated Planning Corp’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
-16,240
Closed -$779K – 209
2025
Q2 		$779K Buy
+16,240
New +$679K 0.1% 128

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

Consolidated Planning Corp's LAZ Position: Q3 2025 in Review

Consolidated Planning Corp sold out of Lazard (LAZ) in Q3 2025, closing a stake of 16,240 shares — an estimated $779K sold.

Consolidated Planning Corp first reported a position in LAZ in Q2 2025 and held it in 1 quarter. The position peaked at $779K in Q2 2025. 341 funds tracked by Wall St. Rank hold LAZ as of Q3 2025.

  • Consolidated Planning Corp reported no remaining Lazard position as of Q3 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 16,240 Lazard shares in Q3 2025, an estimated $779K.
  • Consolidated Planning Corp first reported a position in Lazard in Q2 2025 and held it in 1 quarter.
  • Consolidated Planning Corp's Lazard position peaked at $779K in Q2 2025.
  • 341 funds tracked by Wall St. Rank held Lazard as of Q3 2025.

Based on Consolidated Planning Corp's 13F filing for Q3 2025, filed 27 Oct 2025.