Fortitude Family Office’s La-Z-Boy LZB Stock Holding History

Fortitude Family Office’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	$11.9K	Buy	+403	New	+$14.5K	﹤0.01%	1130
2025 Q4	–	Sell	-21	Closed	-$721	–	2040
2025 Q3	$721	Buy	21 +5	+31%	+$183	﹤0.01%	1661
2025 Q2	$595	Buy	+16	New	+$640	﹤0.01%	1714

Other funds holding LZB

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

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 Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Fortitude Family Office's LZB Position: Q3 2026 in Review

Fortitude Family Office opened a new position in La-Z-Boy (LZB) in Q3 2026: 403 shares worth $11.9K. The stake represents ﹤0.01% of the portfolio and ranks #1130 among its holdings. This is a return to the name: Fortitude Family Office previously reported a position in LZB as recently as Q3 2025.

Fortitude Family Office first reported a position in LZB in Q2 2025 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold LZB as of Q3 2026.

Fortitude Family Office held 403 shares of La-Z-Boy worth $11.9K as of Q3 2026.
La-Z-Boy was a new Fortitude Family Office position in Q3 2026.
La-Z-Boy made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1130 holding.
Fortitude Family Office first reported a position in La-Z-Boy in Q2 2025 and has held it in 3 quarters since.
10 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.