True Wealth Design
LZB icon

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
Q3 		$89 Sell
3
-232
-99% -$8.36K ﹤0.01% 2454
2026
Q2 		$9.43K Buy
235
+178
+312% +$6.44K ﹤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

Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design's LZB Position: Q3 2026 in Review

True Wealth Design reduced its La-Z-Boy (LZB) stake by 99% in Q3 2026, selling an estimated $8.36K and leaving 3 shares worth $89. The position accounts for ﹤0.01% of the portfolio, ranked #2454.

True Wealth Design first reported a position in LZB in Q1 2025 and has held it in 7 quarters since. The position peaked at $9.43K in Q2 2026. 26 funds tracked by Wall St. Rank hold LZB as of Q3 2026.

  • True Wealth Design held 3 shares of La-Z-Boy worth $89 as of Q3 2026.
  • True Wealth Design sold 232 La-Z-Boy shares in Q3 2026, an estimated $8.36K.
  • La-Z-Boy made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2454 holding.
  • True Wealth Design first reported a position in La-Z-Boy in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's La-Z-Boy position peaked at $9.43K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.