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Prosperity Consulting Group’s Lazard LAZ Stock Holding History

Prosperity Consulting Group’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
Q1 		$234K Sell
5,501
-535
-9% -$26.2K 0.01% 471
2025
Q4 		$293K Sell
6,036
-244
-4% -$12.2K 0.01% 425
2025
Q3 		$331K Buy
6,280
+31
+0.5% +$1.67K 0.02% 400
2025
Q2 		$300K Buy
6,249
+1,241
+25% +$51.9K 0.02% 374
2025
Q1 		$217K Sell
5,008
-194
-4% -$9.65K 0.02% 432
2024
Q4 		$268K Buy
+5,202
New +$279K 0.02% 408

Other funds holding LAZ

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Prosperity Consulting Group's LAZ Position: Q1 2026 in Review

Prosperity Consulting Group reduced its Lazard (LAZ) stake by 8.9% in Q1 2026, selling an estimated $26.2K and leaving 5,501 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #471.

Prosperity Consulting Group first reported a position in LAZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $331K in Q3 2025. 333 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

  • Prosperity Consulting Group held 5,501 shares of Lazard worth $234K as of Q1 2026.
  • Prosperity Consulting Group sold 535 Lazard shares in Q1 2026, an estimated $26.2K.
  • Lazard made up 0.01% of Prosperity Consulting Group's portfolio in Q1 2026, its #471 holding.
  • Prosperity Consulting Group first reported a position in Lazard in Q4 2024 and has held it in 6 quarters since.
  • Prosperity Consulting Group's Lazard position peaked at $331K in Q3 2025.
  • 333 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.