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Ruedi Wealth Management’s La-Z-Boy LZB Stock Holding History

Ruedi Wealth Management’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
Q2 		– Sell
-46
Closed -$1.8K – 212
2025
Q1 		$1.8K Hold
46
– – ﹤0.01% 264
2024
Q4 		$2K Hold
46
– – ﹤0.01% 262
2024
Q3 		$1.97K Hold
46
– – ﹤0.01% 272
2024
Q2 		$1.71K Hold
46
– – ﹤0.01% 335
2024
Q1 		$1.73K Hold
46
– – ﹤0.01% 234
2023
Q4 		$1.7K Hold
46
– – ﹤0.01% 213
2023
Q3 		$1.42K Hold
46
– – ﹤0.01% 194
2023
Q2 		$1.32K Hold
46
– – ﹤0.01% 201
2023
Q1 		$1.34K Hold
46
– – ﹤0.01% 229
2022
Q4 		$1.05K Buy
+46
New +$1.12K ﹤0.01% 217

Other funds holding LZB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Ruedi Wealth Management's LZB Position: Q2 2025 in Review

Ruedi Wealth Management sold out of La-Z-Boy (LZB) in Q2 2025, closing a stake of 46 shares — an estimated $1.8K sold.

Ruedi Wealth Management first reported a position in LZB in Q4 2022 and held it in 10 quarters. The position peaked at $2K in Q4 2024. 251 funds tracked by Wall St. Rank hold LZB as of Q2 2025.

  • Ruedi Wealth Management reported no remaining La-Z-Boy position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 46 La-Z-Boy shares in Q2 2025, an estimated $1.8K.
  • Ruedi Wealth Management first reported a position in La-Z-Boy in Q4 2022 and held it in 10 quarters.
  • Ruedi Wealth Management's La-Z-Boy position peaked at $2K in Q4 2024.
  • 251 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.