CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s LCI Industries LCII Stock Holding History

CAPTRUST Financial Advisors’s Portfolio LCII Stock Details LCII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,780
Closed -$219K – 3348
2026
Q1 		$219K Buy
+1,780
New +$243K ﹤0.01% 2618
2024
Q1 		– Sell
-2,870
Closed -$361K – 2427
2023
Q4 		$361K Buy
2,870
+63
+2% +$7.25K ﹤0.01% 1987
2023
Q3 		$330K Sell
2,807
-649
-19% -$81.3K ﹤0.01% 1928
2023
Q2 		$437K Sell
3,456
-56
-2% -$6.41K ﹤0.01% 1697
2023
Q1 		$386K Sell
3,512
-60
-2% -$6.56K ﹤0.01% 1557
2022
Q4 		$330K Buy
3,572
+187
+6% +$18.4K ﹤0.01% 1580
2022
Q3 		$343K Buy
3,385
+708
+26% +$86.1K ﹤0.01% 1457
2022
Q2 		$300K Buy
2,677
+364
+16% +$39.8K ﹤0.01% 1429
2022
Q1 		$240K Buy
2,313
+822
+55% +$103K ﹤0.01% 1593
2021
Q4 		$232K Buy
1,491
+549
+58% +$81.7K ﹤0.01% 1539
2021
Q3 		$127K Buy
942
+23
+3% +$3.17K ﹤0.01% 1881
2021
Q2 		$121K Buy
919
+13
+1% +$1.82K ﹤0.01% 1873
2021
Q1 		$120K Buy
906
+726
+403% +$101K ﹤0.01% 1819
2020
Q4 		$23K Buy
180
+30
+20% +$3.69K ﹤0.01% 2180
2020
Q3 		$17K Buy
150
+20
+15% +$2.33K ﹤0.01% 2048
2020
Q2 		$15K Buy
+130
New +$12K ﹤0.01% 2051

Other funds holding LCII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CAPTRUST Financial Advisors's LCII Position: Q2 2026 in Review

CAPTRUST Financial Advisors sold out of LCI Industries (LCII) in Q2 2026, closing a stake of 1,780 shares — an estimated $219K sold.

CAPTRUST Financial Advisors first reported a position in LCII in Q2 2020 and held it in 16 quarters. The position peaked at $437K in Q2 2023. 358 funds tracked by Wall St. Rank hold LCII as of Q2 2026.

  • CAPTRUST Financial Advisors reported no remaining LCI Industries position as of Q2 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,780 LCI Industries shares in Q2 2026, an estimated $219K.
  • CAPTRUST Financial Advisors first reported a position in LCI Industries in Q2 2020 and held it in 16 quarters.
  • CAPTRUST Financial Advisors's LCI Industries position peaked at $437K in Q2 2023.
  • 358 funds tracked by Wall St. Rank held LCI Industries as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.