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Plante Moran Financial Advisors’s La-Z-Boy LZB Stock Holding History

Plante Moran Financial Advisors’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 		$201 Buy
+5
New +$181 ﹤0.01% 1458
2017
Q3 		– Sell
-400
Closed -$13K – 841
2017
Q2 		$13K Buy
+400
New +$11.2K 0.01% 525

Other funds holding LZB

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

Plante Moran Financial Advisors's LZB Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in La-Z-Boy (LZB) in Q2 2026: 5 shares worth $201. The stake represents ﹤0.01% of the portfolio and ranks #1458 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in LZB as recently as Q2 2017.

Plante Moran Financial Advisors first reported a position in LZB in Q2 2017 and has held it in 2 quarters since. The position peaked at $13K in Q2 2017. 270 funds tracked by Wall St. Rank hold LZB as of Q2 2026.

  • Plante Moran Financial Advisors held 5 shares of La-Z-Boy worth $201 as of Q2 2026.
  • La-Z-Boy was a new Plante Moran Financial Advisors position in Q2 2026.
  • La-Z-Boy made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1458 holding.
  • Plante Moran Financial Advisors first reported a position in La-Z-Boy in Q2 2017 and has held it in 2 quarters since.
  • Plante Moran Financial Advisors's La-Z-Boy position peaked at $13K in Q2 2017.
  • 270 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.