Global Retirement Partners’s La-Z-Boy LZB Stock Holding History

Global Retirement 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
2025 Q4	$1.01K	Hold	27	–	–	﹤0.01%	3887
2025 Q3	$927	Hold	27	–	–	﹤0.01%	3537
2025 Q2	$1K	Buy	+27	New	+$1.08K	﹤0.01%	3445
2024 Q4	$1.18K	Sell	27 -665	-96%	-$28.1K	﹤0.01%	3241
2024 Q3	$29.7K	Hold	692	–	–	﹤0.01%	1804
2024 Q2	$25.8K	Buy	692 +665	+2,463%	+$23.5K	﹤0.01%	1854
2024 Q1	$1.02K	Hold	27	–	–	﹤0.01%	2978
2023 Q4	$941	Buy	27 +14	+108%	+$451	﹤0.01%	2921
2023 Q3	$397	Hold	13	–	–	﹤0.01%	3012
2023 Q2	$372	Hold	13	–	–	﹤0.01%	3011
2023 Q1	$359	Hold	13	–	–	﹤0.01%	2992
2022 Q4	$297	Hold	13	–	–	﹤0.01%	2874
2022 Q3	$0	Buy	+13	New	+$345	﹤0.01%	2863

Other funds holding LZB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Global Retirement Partners's LZB Position: Q4 2025 in Review

Global Retirement Partners held its La-Z-Boy (LZB) position steady in Q4 2025 at 27 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #3887.

Global Retirement Partners first reported a position in LZB in Q3 2022 and has held it in 13 quarters since. The position peaked at $29.7K in Q3 2024. 260 funds tracked by Wall St. Rank hold LZB as of Q4 2025.

Global Retirement Partners held 27 shares of La-Z-Boy worth $1.01K as of Q4 2025.
Global Retirement Partners left its La-Z-Boy share count unchanged in Q4 2025.
La-Z-Boy made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3887 holding.
Global Retirement Partners first reported a position in La-Z-Boy in Q3 2022 and has held it in 13 quarters since.
Global Retirement Partners's La-Z-Boy position peaked at $29.7K in Q3 2024.
260 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.