True Wealth Design’s La-Z-Boy LZB Stock Holding History

True Wealth Design’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	$9.43K	Buy	235 +178	+312%	+$6.43K	﹤0.01%	1079
2026 Q1	$1.83K	Buy	57 +52	+1,040%	+$1.88K	﹤0.01%	1588
2025 Q4	$187	Sell	5 -4	-44%	-$140	﹤0.01%	2240
2025 Q3	$309	Buy	9 +8	+800%	+$293	﹤0.01%	2172
2025 Q2	$38	Hold	1	–	–	﹤0.01%	2432
2025 Q1	$40	Buy	+1	New	+$43	﹤0.01%	2439

Other funds holding LZB

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design's LZB Position: Q2 2026 in Review

True Wealth Design increased its La-Z-Boy (LZB) stake by 312% in Q2 2026, buying an estimated $6.43K and bringing the position to 235 shares worth $9.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

True Wealth Design first reported a position in LZB in Q1 2025 and has held it in 6 quarters since. 20 funds tracked by Wall St. Rank hold LZB as of Q2 2026.

True Wealth Design held 235 shares of La-Z-Boy worth $9.43K as of Q2 2026.
True Wealth Design bought 178 La-Z-Boy shares in Q2 2026, an estimated $6.43K.
La-Z-Boy made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1079 holding.
True Wealth Design first reported a position in La-Z-Boy in Q1 2025 and has held it in 6 quarters since.
20 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.