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Congress Wealth Management’s LCI Industries LCII Stock Holding History

Congress Wealth Management’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
Q2 		$1.99M Buy
21,793
+12,208
+127% +$1.04M 0.02% 557
2025
Q1 		$838K Buy
9,585
+101
+1% +$10.1K 0.01% 671
2024
Q4 		$981K Sell
9,484
-12,424
-57% -$1.43M 0.01% 522
2024
Q3 		$2.64M Buy
21,908
+9,484
+76% +$1.07M 0.04% 381
2024
Q2 		$1.28M Buy
+12,424
New +$1.34M 0.02% 397

Other funds holding LCII

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Congress Wealth Management's LCII Position: Q2 2025 in Review

Congress Wealth Management increased its LCI Industries (LCII) stake by 127% in Q2 2025, buying an estimated $1.04M and bringing the position to 21,793 shares worth $1.99M. The position accounts for 0.02% of the portfolio, ranked #557.

Congress Wealth Management first reported a position in LCII in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.64M in Q3 2024. 324 funds tracked by Wall St. Rank hold LCII as of Q2 2025.

  • Congress Wealth Management held 21,793 shares of LCI Industries worth $1.99M as of Q2 2025.
  • Congress Wealth Management bought 12,208 LCI Industries shares in Q2 2025, an estimated $1.04M.
  • LCI Industries made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #557 holding.
  • Congress Wealth Management first reported a position in LCI Industries in Q2 2024 and has held it in 5 quarters since.
  • Congress Wealth Management's LCI Industries position peaked at $2.64M in Q3 2024.
  • 324 funds tracked by Wall St. Rank held LCI Industries as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.