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Essential Partners’s La-Z-Boy LZB Stock Holding History

Essential Partners’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
Q3 		$4.18K Sell
141
-348
-71% -$12.5K ﹤0.01% 1602
2026
Q2 		$19.6K Buy
489
+136
+39% +$4.92K 0.01% 914
2026
Q1 		$11.3K Buy
353
+271
+330% +$9.79K ﹤0.01% 1196
2025
Q4 		$3.06K Buy
82
+68
+486% +$2.38K ﹤0.01% 1635
2025
Q3 		$480 Buy
14
+11
+367% +$403 ﹤0.01% 2218
2025
Q2 		$112 Buy
+3
New +$120 ﹤0.01% 2051

Other funds holding LZB

Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Essential Partners's LZB Position: Q3 2026 in Review

Essential Partners reduced its La-Z-Boy (LZB) stake by 71% in Q3 2026, selling an estimated $12.5K and leaving 141 shares worth $4.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1602.

Essential Partners first reported a position in LZB in Q2 2025 and has held it in 6 quarters since. The position peaked at $19.6K in Q2 2026. 12 funds tracked by Wall St. Rank hold LZB as of Q3 2026.

  • Essential Partners held 141 shares of La-Z-Boy worth $4.18K as of Q3 2026.
  • Essential Partners sold 348 La-Z-Boy shares in Q3 2026, an estimated $12.5K.
  • La-Z-Boy made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1602 holding.
  • Essential Partners first reported a position in La-Z-Boy in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's La-Z-Boy position peaked at $19.6K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.