Corient Private Wealth
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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
Q1 		$1.65M Buy
13,439
+3,607
+37% +$493K ﹤0.01% 1365
2025
Q4 		$1.19M Buy
9,832
+7,285
+286% +$775K ﹤0.01% 1799
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

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
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Dimensional Fund Advisors
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return