EWA
LZB icon

EverSource Wealth Advisors’s La-Z-Boy LZB Stock Holding History

EverSource Wealth Advisors’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 		$23.8K Buy
594
+411
+225% +$14.9K ﹤0.01% 2302
2026
Q1 		$5.88K Buy
183
+104
+132% +$3.76K ﹤0.01% 3188
2025
Q4 		$2.94K Sell
79
-92
-54% -$3.22K ﹤0.01% 3344
2025
Q3 		$5.87K Sell
171
-730
-81% -$26.8K ﹤0.01% 3087
2025
Q2 		$33.5K Buy
901
+670
+290% +$26.8K ﹤0.01% 1900
2025
Q1 		$9.03K Buy
231
+8
+4% +$347 ﹤0.01% 2161
2024
Q4 		$9.72K Buy
223
+12
+6% +$507 ﹤0.01% 2006
2024
Q3 		$9.06K Hold
211
– – ﹤0.01% 1923
2024
Q2 		$9.31K Hold
211
– – ﹤0.01% 1898
2024
Q1 		$6.93K Hold
211
– – ﹤0.01% 1879
2023
Q4 		$7.79K Hold
211
– – ﹤0.01% 1676
2023
Q3 		$6.52K Hold
211
– – ﹤0.01% 1588
2023
Q2 		$6.04K Buy
211
+158
+298% +$4.41K ﹤0.01% 1647
2023
Q1 		$1.54K Sell
53
-65
-55% -$1.85K ﹤0.01% 2016
2022
Q4 		$2.69K Sell
118
-248
-68% -$6.03K ﹤0.01% 1820
2022
Q3 		$8K Buy
366
+53
+17% +$1.41K ﹤0.01% 1200
2022
Q2 		$7K Buy
+313
New +$8.05K ﹤0.01% 1156
2022
Q1 		– Sell
-151
Closed -$6K – 1790
2021
Q4 		$6K Buy
+151
New +$5.27K ﹤0.01% 1186

Other funds holding LZB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EverSource Wealth Advisors's LZB Position: Q2 2026 in Review

EverSource Wealth Advisors increased its La-Z-Boy (LZB) stake by 225% in Q2 2026, buying an estimated $14.9K and bringing the position to 594 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2302.

EverSource Wealth Advisors first reported a position in LZB in Q4 2021 and has held it in 18 quarters since. The position peaked at $33.5K in Q2 2025. 270 funds tracked by Wall St. Rank hold LZB as of Q2 2026.

  • EverSource Wealth Advisors held 594 shares of La-Z-Boy worth $23.8K as of Q2 2026.
  • EverSource Wealth Advisors bought 411 La-Z-Boy shares in Q2 2026, an estimated $14.9K.
  • La-Z-Boy made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2302 holding.
  • EverSource Wealth Advisors first reported a position in La-Z-Boy in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's La-Z-Boy position peaked at $33.5K in Q2 2025.
  • 270 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.