Intentional Wealth Strategies’s La-Z-Boy LZB Stock Holding History

Intentional Wealth Strategies’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	-8	Closed	-$257	–	548
2026 Q1	$257	Buy	+8	New	+$289	﹤0.01%	925

Other funds holding LZB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Intentional Wealth Strategies's LZB Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of La-Z-Boy (LZB) in Q2 2026, closing a stake of 8 shares — an estimated $257 sold.

Intentional Wealth Strategies first reported a position in LZB in Q1 2026 and held it in 1 quarter. The position peaked at $257 in Q1 2026. 270 funds tracked by Wall St. Rank hold LZB as of Q2 2026.

Intentional Wealth Strategies reported no remaining La-Z-Boy position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 8 La-Z-Boy shares in Q2 2026, an estimated $257.
Intentional Wealth Strategies first reported a position in La-Z-Boy in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's La-Z-Boy position peaked at $257 in Q1 2026.
270 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.