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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

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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Handelsbanken Fonder
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. 38 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.
  • 38 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.