Curated Wealth Partners’s LCI Industries LCII Stock Holding History

Curated Wealth Partners’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 Q3	–	Sell	-2,761	Closed	-$292K	–	573
2026 Q2	$292K	Sell	2,761 -164	-6%	-$18K	0.03%	177
2026 Q1	$360K	Hold	2,925	–	–	0.05%	133
2025 Q4	$355K	Buy	2,925 +681	+30%	+$72.4K	0.04%	143
2025 Q3	$209K	Hold	2,244	–	–	0.03%	149
2025 Q2	$205K	Buy	+2,244	New	+$191K	0.02%	152
2025 Q1	–	Sell	-2,244	Closed	-$232K	–	158
2024 Q4	$232K	Hold	2,244	–	–	0.03%	136
2024 Q3	$270K	Hold	2,244	–	–	0.03%	116
2024 Q2	$232K	Buy	+2,244	New	+$242K	0.03%	122
2024 Q1	–	Sell	-2,991	Closed	-$352K	–	216
2023 Q4	$376K	Sell	2,991 -16	-0.5%	-$1.84K	0.06%	101
2023 Q3	$353K	Hold	3,007	–	–	0.06%	94
2023 Q2	$380K	Hold	3,007	–	–	0.07%	87
2023 Q1	$330K	Hold	3,007	–	–	0.07%	91
2022 Q4	$278K	Sell	3,007 -40	-1%	-$3.93K	0.07%	100
2022 Q3	$310K	Hold	3,047	–	–	0.09%	91
2022 Q2	$341K	Buy	3,047 +1,140	+60%	+$125K	0.1%	92
2022 Q1	$297K	Hold	1,907	–	–	0.1%	111
2021 Q4	$297K	Buy	+1,907	New	+$284K	0.1%	115

Other funds holding LCII

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Radnor Capital Management Wayne, Pennsylvania $726M AUM 28.46% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Curated Wealth Partners's LCII Position: Q3 2026 in Review

Curated Wealth Partners sold out of LCI Industries (LCII) in Q3 2026, closing a stake of 2,761 shares — an estimated $292K sold.

Curated Wealth Partners first reported a position in LCII in Q4 2021 and held it in 17 quarters. The position peaked at $380K in Q2 2023. 54 funds tracked by Wall St. Rank hold LCII as of Q3 2026.

Curated Wealth Partners reported no remaining LCI Industries position as of Q3 2026 after selling out during the quarter.
Curated Wealth Partners sold 2,761 LCI Industries shares in Q3 2026, an estimated $292K.
Curated Wealth Partners first reported a position in LCI Industries in Q4 2021 and held it in 17 quarters.
Curated Wealth Partners's LCI Industries position peaked at $380K in Q2 2023.
54 funds tracked by Wall St. Rank held LCI Industries as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.