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 Q2	–	Sell	-2,925	Closed	-$360K	–	871
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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

RCM

Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Curated Wealth Partners's LCII Position: Q2 2026 in Review

Curated Wealth Partners sold out of LCI Industries (LCII) in Q2 2026, closing a stake of 2,925 shares — an estimated $360K sold.

Curated Wealth Partners first reported a position in LCII in Q4 2021 and held it in 16 quarters. The position peaked at $380K in Q2 2023. 36 funds tracked by Wall St. Rank hold LCII as of Q2 2026.

Curated Wealth Partners reported no remaining LCI Industries position as of Q2 2026 after selling out during the quarter.
Curated Wealth Partners sold 2,925 LCI Industries shares in Q2 2026, an estimated $360K.
Curated Wealth Partners first reported a position in LCI Industries in Q4 2021 and held it in 16 quarters.
Curated Wealth Partners's LCI Industries position peaked at $380K in Q2 2023.
36 funds tracked by Wall St. Rank held LCI Industries as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.