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Freestone Grove Partners’s La-Z-Boy LZB Stock Holding History

Freestone Grove 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
Q2 		– Sell
-19,048
Closed -$612K – 1206
2026
Q1 		$612K Buy
19,048
+8,573
+82% +$310K ﹤0.01% 565
2025
Q4 		$390K Sell
10,475
-36,665
-78% -$1.28M ﹤0.01% 615
2025
Q3 		$1.62M Buy
+47,140
New +$1.73M 0.01% 389
2025
Q1 		– Sell
-10,636
Closed -$463K – 706
2024
Q4 		$463K Buy
+10,636
New +$449K 0.01% 388

Other funds holding LZB

BlackRock
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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

Freestone Grove Partners's LZB Position: Q2 2026 in Review

Freestone Grove Partners sold out of La-Z-Boy (LZB) in Q2 2026, closing a stake of 19,048 shares — an estimated $612K sold.

Freestone Grove Partners first reported a position in LZB in Q4 2024 and held it in 4 quarters. The position peaked at $1.62M in Q3 2025. 271 funds tracked by Wall St. Rank hold LZB as of Q2 2026.

  • Freestone Grove Partners reported no remaining La-Z-Boy position as of Q2 2026 after selling out during the quarter.
  • Freestone Grove Partners sold 19,048 La-Z-Boy shares in Q2 2026, an estimated $612K.
  • Freestone Grove Partners first reported a position in La-Z-Boy in Q4 2024 and held it in 4 quarters.
  • Freestone Grove Partners's La-Z-Boy position peaked at $1.62M in Q3 2025.
  • 271 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.