Dogwood Wealth Management’s La-Z-Boy LZB Stock Holding History

Dogwood Wealth Management’s Portfolio LZB Stock Details LZB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.78K	Buy	194 +145	+296%	+$5.24K	﹤0.01%	434
2026 Q1	$1.57K	Buy	+49	New	+$1.77K	﹤0.01%	686

Other funds holding LZB

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Dogwood Wealth Management's LZB Position: Q2 2026 in Review

Dogwood Wealth Management increased its La-Z-Boy (LZB) stake by 296% in Q2 2026, buying an estimated $5.24K and bringing the position to 194 shares worth $7.78K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Dogwood Wealth Management first reported a position in LZB in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold LZB as of Q2 2026.

Dogwood Wealth Management held 194 shares of La-Z-Boy worth $7.78K as of Q2 2026.
Dogwood Wealth Management bought 145 La-Z-Boy shares in Q2 2026, an estimated $5.24K.
La-Z-Boy made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #434 holding.
Dogwood Wealth Management first reported a position in La-Z-Boy in Q1 2026 and has held it in 2 quarters since.
20 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.