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Rothschild Investment LLC’s La-Z-Boy LZB Stock Holding History

Rothschild Investment LLC’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 		$24.5K Buy
611
+330
+117% +$11.9K ﹤0.01% 1473
2026
Q1 		$9.03K Buy
281
+179
+175% +$6.47K ﹤0.01% 1740
2025
Q4 		$3.8K Buy
102
+72
+240% +$2.52K ﹤0.01% 2037
2025
Q3 		$1.03K Sell
30
-30
-50% -$1.1K ﹤0.01% 2561
2025
Q2 		$2.23K Sell
60
-25
-29% -$1K ﹤0.01% 1999
2025
Q1 		$3.32K Buy
85
+30
+55% +$1.3K ﹤0.01% 1631
2024
Q4 		$2.4K Buy
55
+10
+22% +$423 ﹤0.01% 1701
2024
Q3 		$1.93K Buy
45
+30
+200% +$1.24K ﹤0.01% 1743
2024
Q2 		$559 Buy
15
+10
+200% +$353 ﹤0.01% 1942
2024
Q1 		$188 Buy
+5
New +$183 ﹤0.01% 1771

Other funds holding LZB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AIM
Access Investment Management Atlanta, Georgia $391M AUM 21.6% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
WG
Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return

Rothschild Investment LLC's LZB Position: Q2 2026 in Review

Rothschild Investment LLC increased its La-Z-Boy (LZB) stake by 117% in Q2 2026, buying an estimated $11.9K and bringing the position to 611 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

Rothschild Investment LLC first reported a position in LZB in Q1 2024 and has held it in 10 quarters since. 99 funds tracked by Wall St. Rank hold LZB as of Q2 2026.

  • Rothschild Investment LLC held 611 shares of La-Z-Boy worth $24.5K as of Q2 2026.
  • Rothschild Investment LLC bought 330 La-Z-Boy shares in Q2 2026, an estimated $11.9K.
  • La-Z-Boy made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1473 holding.
  • Rothschild Investment LLC first reported a position in La-Z-Boy in Q1 2024 and has held it in 10 quarters since.
  • 99 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.