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Clearstead Advisors’s LCI Industries LCII Stock Holding History

Clearstead 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 		$8.26K Buy
78
+28
+56% +$3.08K ﹤0.01% 2048
2026
Q1 		$6.15K Sell
50
-467
-90% -$63.9K ﹤0.01% 1702
2025
Q4 		$62.7K Buy
517
+139
+37% +$14.8K ﹤0.01% 1304
2025
Q3 		$35.2K Sell
378
-46
-11% -$4.59K ﹤0.01% 1405
2025
Q2 		$38.7K Buy
424
+328
+342% +$28K ﹤0.01% 1375
2025
Q1 		$8.39K Sell
96
-502
-84% -$50.4K ﹤0.01% 1654
2024
Q4 		$61.8K Buy
598
+6
+1% +$692 ﹤0.01% 1122
2024
Q3 		$71.4K Sell
592
-15
-2% -$1.69K ﹤0.01% 1119
2024
Q2 		$62.8K Buy
607
+557
+1,114% +$60.1K ﹤0.01% 1115
2024
Q1 		$5.78K Hold
50
– – ﹤0.01% 1153
2023
Q4 		$6.29K Buy
50
+23
+85% +$2.65K ﹤0.01% 1132
2023
Q3 		$3.17K Buy
+27
New +$3.38K ﹤0.01% 1150
2022
Q1 		– Sell
-159
Closed -$25K – 1425
2021
Q4 		$25K Hold
159
– – ﹤0.01% 772
2021
Q3 		$21K Buy
+159
New +$21.9K ﹤0.01% 803

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

Clearstead Advisors's LCII Position: Q2 2026 in Review

Clearstead Advisors increased its LCI Industries (LCII) stake by 56% in Q2 2026, buying an estimated $3.08K and bringing the position to 78 shares worth $8.26K. The position accounts for ﹤0.01% of the portfolio, ranked #2048.

Clearstead Advisors first reported a position in LCII in Q3 2021 and has held it in 14 quarters since. The position peaked at $71.4K in Q3 2024. 359 funds tracked by Wall St. Rank hold LCII as of Q2 2026.

  • Clearstead Advisors held 78 shares of LCI Industries worth $8.26K as of Q2 2026.
  • Clearstead Advisors bought 28 LCI Industries shares in Q2 2026, an estimated $3.08K.
  • LCI Industries made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2048 holding.
  • Clearstead Advisors first reported a position in LCI Industries in Q3 2021 and has held it in 14 quarters since.
  • Clearstead Advisors's LCI Industries position peaked at $71.4K in Q3 2024.
  • 359 funds tracked by Wall St. Rank held LCI Industries as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.