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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
2024
Q2 		– Sell
-2,780
Closed -$342K – 209
2024
Q1 		$342K Buy
+2,780
New +$327K 0.05% 107

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

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

Curated Wealth Partners reduced its LCI Industries (LCII) stake by 5.6% in Q2 2026, selling an estimated $18K and leaving 2,761 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #177.

Curated Wealth Partners first reported a position in LCII in Q4 2021 and has held it in 17 quarters since. The position peaked at $380K in Q2 2023. 358 funds tracked by Wall St. Rank hold LCII as of Q2 2026.

  • Curated Wealth Partners held 2,761 shares of LCI Industries worth $292K as of Q2 2026.
  • Curated Wealth Partners sold 164 LCI Industries shares in Q2 2026, an estimated $18K.
  • LCI Industries made up 0.03% of Curated Wealth Partners's portfolio in Q2 2026, its #177 holding.
  • Curated Wealth Partners first reported a position in LCI Industries in Q4 2021 and has held it in 17 quarters since.
  • Curated Wealth Partners's LCI Industries position peaked at $380K in Q2 2023.
  • 358 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.