Corient Private Wealth
LCII icon

Corient Private Wealth’s LCI Industries LCII Stock Holding History

Corient Private Wealth’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 		$1.3M Sell
12,313
-1,126
-8% -$124K ﹤0.01% 1644
2026
Q1 		$1.65M Buy
13,439
+10,105
+303% +$1.38M ﹤0.01% 1365
2025
Q4 		$405K Buy
3,334
+787
+31% +$83.7K ﹤0.01% 1982
2025
Q3 		$237K Buy
2,547
+92
+4% +$9.19K ﹤0.01% 2268
2025
Q2 		$224K Buy
+2,455
New +$209K ﹤0.01% 2171
2025
Q1 		– Sell
-2,924
Closed -$302K – 2375
2024
Q4 		$302K Sell
2,924
-352
-11% -$40.6K ﹤0.01% 1890
2024
Q3 		$395K Buy
3,276
+668
+26% +$75.5K ﹤0.01% 1876
2024
Q2 		$270K Sell
2,608
-59
-2% -$6.37K ﹤0.01% 1974
2024
Q1 		$328K Buy
2,667
+94
+4% +$11.1K ﹤0.01% 1841
2023
Q4 		$323K Buy
2,573
+165
+7% +$19K ﹤0.01% 1826
2023
Q3 		$283K Buy
+2,408
New +$302K ﹤0.01% 1772

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

Corient Private Wealth's LCII Position: Q2 2026 in Review

Corient Private Wealth reduced its LCI Industries (LCII) stake by 8.4% in Q2 2026, selling an estimated $124K and leaving 12,313 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

Corient Private Wealth first reported a position in LCII in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.65M in Q1 2026. 358 funds tracked by Wall St. Rank hold LCII as of Q2 2026.

  • Corient Private Wealth held 12,313 shares of LCI Industries worth $1.3M as of Q2 2026.
  • Corient Private Wealth sold 1,126 LCI Industries shares in Q2 2026, an estimated $124K.
  • LCI Industries made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1644 holding.
  • Corient Private Wealth first reported a position in LCI Industries in Q3 2023 and has held it in 11 quarters since.
  • Corient Private Wealth's LCI Industries position peaked at $1.65M in Q1 2026.
  • 358 funds tracked by Wall St. Rank held LCI Industries as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.