CFD
LAZ icon

Creative Financial Designs’s Lazard LAZ Stock Holding History

Creative Financial Designs’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
-18
Closed -$779 – 2100
2025
Q1 		$779 Sell
18
-110
-86% -$5.47K ﹤0.01% 1835
2024
Q4 		$6.6K Buy
128
+1
+0.8% +$54 ﹤0.01% 1360
2024
Q3 		$6.4K Hold
127
– – ﹤0.01% 1315
2024
Q2 		$4.85K Hold
127
– – ﹤0.01% 1317
2024
Q1 		$5.32K Buy
+127
New +$4.95K ﹤0.01% 1293

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

Creative Financial Designs's LAZ Position: Q2 2025 in Review

Creative Financial Designs sold out of Lazard (LAZ) in Q2 2025, closing a stake of 18 shares — an estimated $779 sold.

Creative Financial Designs first reported a position in LAZ in Q1 2024 and held it in 5 quarters. The position peaked at $6.6K in Q4 2024. 300 funds tracked by Wall St. Rank hold LAZ as of Q2 2025.

  • Creative Financial Designs reported no remaining Lazard position as of Q2 2025 after selling out during the quarter.
  • Creative Financial Designs sold 18 Lazard shares in Q2 2025, an estimated $779.
  • Creative Financial Designs first reported a position in Lazard in Q1 2024 and held it in 5 quarters.
  • Creative Financial Designs's Lazard position peaked at $6.6K in Q4 2024.
  • 300 funds tracked by Wall St. Rank held Lazard as of Q2 2025.

Based on Creative Financial Designs's 13F filing for Q2 2025, filed 4 Aug 2025.