Creative Planning’s LCI Industries LCII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.17M | Sell |
11,008
-9,023
| -45% | -$992K | ﹤0.01% | 2516 |
|
|
2026
Q1 | $2.46M | Buy |
20,031
+4,914
| +33% | +$672K | ﹤0.01% | 1737 |
|
|
2025
Q4 | $1.83M | Buy |
15,117
+7,368
| +95% | +$784K | ﹤0.01% | 1790 |
|
|
2025
Q3 | $722K | Buy |
7,749
+3,365
| +77% | +$336K | ﹤0.01% | 2407 |
|
|
2025
Q2 | $400K | Sell |
4,384
-1,707
| -28% | -$146K | ﹤0.01% | 2655 |
|
|
2025
Q1 | $533K | Buy |
6,091
+1,767
| +41% | +$178K | ﹤0.01% | 2224 |
|
|
2024
Q4 | $447K | Sell |
4,324
-1,437
| -25% | -$166K | ﹤0.01% | 2330 |
|
|
2024
Q3 | $694K | Buy |
5,761
+3,028
| +111% | +$342K | ﹤0.01% | 1822 |
|
|
2024
Q2 | $283K | Sell |
2,733
-3,102
| -53% | -$335K | ﹤0.01% | 2398 |
|
|
2024
Q1 | $718K | Buy |
5,835
+940
| +19% | +$111K | ﹤0.01% | 1581 |
|
|
2023
Q4 | $615K | Buy |
4,895
+1,607
| +49% | +$185K | ﹤0.01% | 1556 |
|
|
2023
Q3 | $386K | Buy |
3,288
+326
| +11% | +$40.8K | ﹤0.01% | 1746 |
|
|
2023
Q2 | $374K | Buy |
2,962
+995
| +51% | +$114K | ﹤0.01% | 1743 |
|
|
2023
Q1 | $216K | Buy |
+1,967
| New | +$215K | ﹤0.01% | 2069 |
|
|
2021
Q1 | – | Sell |
-1,662
| Closed | -$216K | – | 2666 |
|
|
2020
Q4 | $216K | Buy |
+1,662
| New | +$204K | ﹤0.01% | 1840 |
|
|
2018
Q1 | – | Sell |
-1,915
| Closed | -$249K | – | 2078 |
|
|
2017
Q4 | $249K | Buy |
1,915
+38
| +2% | +$4.67K | ﹤0.01% | 1459 |
|
|
2017
Q3 | $217K | Buy |
1,877
+200
| +12% | +$20.4K | ﹤0.01% | 1549 |
|
|
2017
Q2 | $172K | Sell |
1,677
-200
| -11% | -$19.2K | ﹤0.01% | 1611 |
|
|
2017
Q1 | $187K | Buy |
+1,877
| New | +$202K | ﹤0.01% | 1536 |
|
|
2016
Q4 | – | Sell |
-2,372
| Closed | -$233K | – | 4736 |
|
|
2016
Q3 | $233K | Buy |
2,372
+634
| +36% | +$60.3K | ﹤0.01% | 1318 |
|
|
2016
Q2 | $147K | Buy |
1,738
+159
| +10% | +$11.4K | ﹤0.01% | 1430 |
|
|
2016
Q1 | $102K | Sell |
1,579
-1,566
| -50% | -$92K | ﹤0.01% | 1621 |
|
|
2015
Q4 | $191K | Sell |
3,145
-6,885
| -69% | -$409K | ﹤0.01% | 1229 |
|
|
2015
Q3 | $548K | Hold |
10,030
| – | – | ﹤0.01% | 699 |
|
|
2015
Q2 | $582K | Hold |
10,030
| – | – | 0.01% | 620 |
|
|
2015
Q1 | $617K | Hold |
10,030
| – | – | 0.01% | 650 |
|
|
2014
Q4 | $512K | Buy |
10,030
+325
| +3% | +$15.2K | 0.01% | 682 |
|
|
2014
Q3 | $409K | Buy |
9,705
+1,000
| +11% | +$45.3K | ﹤0.01% | 737 |
|
|
2014
Q2 | $435K | Buy |
8,705
+100
| +1% | +$4.99K | 0.01% | 696 |
|
|
2014
Q1 | $466K | Sell |
8,605
-850
| -9% | -$42.8K | 0.01% | 649 |
|
|
2013
Q4 | $484K | Buy |
9,455
+9,441
| +67,436% | +$481K | 0.01% | 527 |
|
|
2013
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 3095 |
|
|
2013
Q2 | $1K | Buy |
+14
| New | +$520 | ﹤0.01% | 2948 |
|
Other funds holding LCII
RA
Creative Planning's LCII Position: Q2 2026 in Review
Creative Planning reduced its LCI Industries (LCII) stake by 45% in Q2 2026, selling an estimated $992K and leaving 11,008 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #2516.
Creative Planning first reported a position in LCII in Q2 2013 and has held it in 33 quarters since. The position peaked at $2.46M in Q1 2026. 359 funds tracked by Wall St. Rank hold LCII as of Q2 2026.
- Creative Planning held 11,008 shares of LCI Industries worth $1.17M as of Q2 2026.
- Creative Planning sold 9,023 LCI Industries shares in Q2 2026, an estimated $992K.
- LCI Industries made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2516 holding.
- Creative Planning first reported a position in LCI Industries in Q2 2013 and has held it in 33 quarters since.
- Creative Planning's LCI Industries position peaked at $2.46M in Q1 2026.
- 359 funds tracked by Wall St. Rank held LCI Industries as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.