Clearstead Trust’s LCI Industries LCII Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-9	Closed	-$839	–	1293
2025 Q3	$839	Hold	9	–	–	﹤0.01%	1267
2025 Q2	$821	Buy	+9	New	+$767	﹤0.01%	1222

Other funds holding LCII

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Clearstead Trust's LCII Position: Q4 2025 in Review

Clearstead Trust sold out of LCI Industries (LCII) in Q4 2025, closing a stake of 9 shares — an estimated $839 sold.

Clearstead Trust first reported a position in LCII in Q2 2025 and held it in 2 quarters. The position peaked at $839 in Q3 2025. 334 funds tracked by Wall St. Rank hold LCII as of Q4 2025.

Clearstead Trust reported no remaining LCI Industries position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 9 LCI Industries shares in Q4 2025, an estimated $839.
Clearstead Trust first reported a position in LCI Industries in Q2 2025 and held it in 2 quarters.
Clearstead Trust's LCI Industries position peaked at $839 in Q3 2025.
334 funds tracked by Wall St. Rank held LCI Industries as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.