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Stephens Consulting’s La-Z-Boy LZB Stock Holding History

Stephens Consulting’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
-10
Closed -$391 – 1644
2025
Q1 		$391 Buy
+10
New +$434 ﹤0.01% 1083
2024
Q3 		– Sell
-32
Closed -$1.19K – 598
2024
Q2 		$1.19K Buy
+32
New +$1.13K ﹤0.01% 579

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

Stephens Consulting's LZB Position: Q2 2025 in Review

Stephens Consulting sold out of La-Z-Boy (LZB) in Q2 2025, closing a stake of 10 shares — an estimated $391 sold.

Stephens Consulting first reported a position in LZB in Q2 2024 and held it in 2 quarters. The position peaked at $1.19K in Q2 2024. 251 funds tracked by Wall St. Rank hold LZB as of Q2 2025.

  • Stephens Consulting reported no remaining La-Z-Boy position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 10 La-Z-Boy shares in Q2 2025, an estimated $391.
  • Stephens Consulting first reported a position in La-Z-Boy in Q2 2024 and held it in 2 quarters.
  • Stephens Consulting's La-Z-Boy position peaked at $1.19K in Q2 2024.
  • 251 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.