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Wealthspire Advisors (New York)’s La-Z-Boy LZB Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-32
Closed -$1.1K – 2107
2025
Q3 		$1.1K Buy
+32
New +$1.17K ﹤0.01% 2733

Other funds holding LZB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Wealthspire Advisors (New York)'s LZB Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of La-Z-Boy (LZB) in Q4 2025, closing a stake of 32 shares — an estimated $1.1K sold.

Wealthspire Advisors (New York) first reported a position in LZB in Q3 2025 and held it in 1 quarter. The position peaked at $1.1K in Q3 2025. 260 funds tracked by Wall St. Rank hold LZB as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining La-Z-Boy position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 32 La-Z-Boy shares in Q4 2025, an estimated $1.1K.
  • Wealthspire Advisors (New York) first reported a position in La-Z-Boy in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s La-Z-Boy position peaked at $1.1K in Q3 2025.
  • 260 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.