Creative Planning
LAZ icon

Creative Planning’s Lazard LAZ Stock Holding History

Creative Planning’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
2026
Q2 		$2.01M Buy
47,949
+4,487
+10% +$205K ﹤0.01% 2081
2026
Q1 		$1.85M Buy
43,462
+7,214
+20% +$353K ﹤0.01% 1958
2025
Q4 		$1.76M Buy
36,248
+15,629
+76% +$780K ﹤0.01% 1826
2025
Q3 		$1.09M Buy
20,619
+6,282
+44% +$339K ﹤0.01% 2036
2025
Q2 		$688K Buy
14,337
+2,729
+24% +$114K ﹤0.01% 2180
2025
Q1 		$503K Buy
11,608
+2,777
+31% +$138K ﹤0.01% 2286
2024
Q4 		$455K Buy
8,831
+480
+6% +$25.7K ﹤0.01% 2314
2024
Q3 		$421K Buy
+8,351
New +$387K ﹤0.01% 2259
2017
Q3 		– Sell
-640
Closed -$30K – 2888
2017
Q2 		$30K Buy
640
+30
+5% +$1.34K ﹤0.01% 2888
2017
Q1 		$28K Buy
610
+306
+101% +$13.2K ﹤0.01% 2888
2016
Q4 		$12K Hold
304
– – ﹤0.01% 3420
2016
Q3 		$11K Sell
304
-400
-57% -$14K ﹤0.01% 3452
2016
Q2 		$21K Sell
704
-150
-18% -$5.2K ﹤0.01% 2766
2016
Q1 		$33K Buy
854
+144
+20% +$5.17K ﹤0.01% 2389
2015
Q4 		$32K Hold
710
– – ﹤0.01% 2478
2015
Q3 		$31K Buy
+710
New +$36.6K ﹤0.01% 2400
2015
Q2 		– Sell
-510
Closed -$27K – 2135
2015
Q1 		$27K Buy
510
+91
+22% +$4.48K ﹤0.01% 2478
2014
Q4 		$21K Sell
419
-324
-44% -$16.1K ﹤0.01% 2609
2014
Q3 		$38K Hold
743
– – ﹤0.01% 2102
2014
Q2 		$38K Buy
743
+574
+340% +$28.3K ﹤0.01% 2059
2014
Q1 		$8K Sell
169
-127
-43% -$5.72K ﹤0.01% 2858
2013
Q4 		$13K Sell
296
-200
-40% -$8.1K ﹤0.01% 2422
2013
Q3 		$18K Sell
496
-28
-5% -$994 ﹤0.01% 2160
2013
Q2 		$17K Buy
+524
New +$17.5K ﹤0.01% 2023

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Creative Planning's LAZ Position: Q2 2026 in Review

Creative Planning increased its Lazard (LAZ) stake by 10% in Q2 2026, buying an estimated $205K and bringing the position to 47,949 shares worth $2.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2081.

Creative Planning first reported a position in LAZ in Q2 2013 and has held it in 24 quarters since. 344 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Creative Planning held 47,949 shares of Lazard worth $2.01M as of Q2 2026.
  • Creative Planning bought 4,487 Lazard shares in Q2 2026, an estimated $205K.
  • Lazard made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2081 holding.
  • Creative Planning first reported a position in Lazard in Q2 2013 and has held it in 24 quarters since.
  • 344 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.