Orion Portfolio Solutions’s La-Z-Boy LZB Stock Holding History

Orion Portfolio Solutions’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 Q1	$1.02M	Sell	25,989 -4,669	-15%	-$202K	0.01%	1081
2024 Q4	$1.34M	Sell	30,658 -317	-1%	-$13.4K	0.01%	898
2024 Q3	$1.33M	Sell	30,975 -779	-2%	-$32.1K	0.01%	899
2024 Q2	$1.18M	Buy	31,754 +828	+3%	+$29.2K	0.01%	909
2024 Q1	$1.16M	Sell	30,926 -2,380	-7%	-$86.9K	0.01%	921
2023 Q4	$1.22M	Sell	33,306 -2,693	-7%	-$86.8K	0.01%	859
2023 Q3	$1.11M	Sell	35,999 -1,454	-4%	-$44.8K	0.01%	883
2023 Q2	$1.07M	Sell	37,453 -698	-2%	-$19.5K	0.01%	922
2023 Q1	$1.11M	Buy	+38,151	New	+$1.09M	0.01%	830
2020 Q3	–	Sell	-103	Closed	-$3K	–	1372
2020 Q2	$3K	Buy	+103	New	+$2.48K	﹤0.01%	1659

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Orion Portfolio Solutions's LZB Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its La-Z-Boy (LZB) stake by 15% in Q1 2025, selling an estimated $202K and leaving 25,989 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #1081.

Orion Portfolio Solutions first reported a position in LZB in Q2 2020 and has held it in 10 quarters since. The position peaked at $1.34M in Q4 2024. 246 funds tracked by Wall St. Rank hold LZB as of Q1 2025.

Orion Portfolio Solutions held 25,989 shares of La-Z-Boy worth $1.02M as of Q1 2025.
Orion Portfolio Solutions sold 4,669 La-Z-Boy shares in Q1 2025, an estimated $202K.
La-Z-Boy made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1081 holding.
Orion Portfolio Solutions first reported a position in La-Z-Boy in Q2 2020 and has held it in 10 quarters since.
Orion Portfolio Solutions's La-Z-Boy position peaked at $1.34M in Q4 2024.
246 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.