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CoreCap Advisors’s Lazard LAZ Stock Holding History

CoreCap 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
Q2 		– Sell
-5
Closed -$216 – 3030
2025
Q1 		$216 Sell
5
-10
-67% -$497 ﹤0.01% 2945
2024
Q4 		$772 Hold
15
– – ﹤0.01% 2422
2024
Q3 		$756 Buy
15
+5
+50% +$232 ﹤0.01% 2303
2024
Q2 		$382 Hold
10
– – ﹤0.01% 1467
2024
Q1 		$419 Buy
+10
New +$389 ﹤0.01% 2350
2022
Q4 		$24.8K Buy
+715
New +$25.4K ﹤0.01% 1218
2022
Q3 		– Sell
-15
Closed – – 1375
2022
Q2 		$0 Buy
+15
New +$506 ﹤0.01% 2209
2022
Q1 		– Sell
-665
Closed -$29K – 1374
2021
Q4 		$29K Buy
+665
New +$31.1K ﹤0.01% 1188

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $999B AUM 46.22% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CoreCap Advisors's LAZ Position: Q2 2025 in Review

CoreCap Advisors sold out of Lazard (LAZ) in Q2 2025, closing a stake of 5 shares — an estimated $216 sold.

CoreCap Advisors first reported a position in LAZ in Q4 2021 and held it in 8 quarters. The position peaked at $29K in Q4 2021. 300 funds tracked by Wall St. Rank hold LAZ as of Q2 2025.

  • CoreCap Advisors reported no remaining Lazard position as of Q2 2025 after selling out during the quarter.
  • CoreCap Advisors sold 5 Lazard shares in Q2 2025, an estimated $216.
  • CoreCap Advisors first reported a position in Lazard in Q4 2021 and held it in 8 quarters.
  • CoreCap Advisors's Lazard position peaked at $29K in Q4 2021.
  • 300 funds tracked by Wall St. Rank held Lazard as of Q2 2025.

Based on CoreCap Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.