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EverSource Wealth Advisors’s LCI Industries LCII Stock Holding History

EverSource Wealth Advisors’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 		$31.6K Sell
299
-194
-39% -$21.3K ﹤0.01% 2103
2026
Q1 		$60.7K Sell
493
-381
-44% -$52.1K ﹤0.01% 1753
2025
Q4 		$106K Sell
874
-281
-24% -$29.9K ﹤0.01% 1280
2025
Q3 		$108K Sell
1,155
-17
-1% -$1.7K ﹤0.01% 1239
2025
Q2 		$107K Buy
1,172
+426
+57% +$36.3K ﹤0.01% 1162
2025
Q1 		$65.2K Sell
746
-11
-1% -$1.1K ﹤0.01% 1108
2024
Q4 		$78.2K Buy
757
+6
+0.8% +$692 ﹤0.01% 993
2024
Q3 		$90.5K Buy
751
+52
+7% +$5.87K 0.01% 830
2024
Q2 		$81.6K Sell
699
-11
-2% -$1.19K 0.01% 882
2024
Q1 		$73.8K Buy
710
+11
+2% +$1.29K 0.01% 826
2023
Q4 		$87.8K Sell
699
-25
-3% -$2.88K 0.01% 686
2023
Q3 		$85K Sell
724
-27
-4% -$3.38K 0.01% 628
2023
Q2 		$94.9K Buy
751
+2
+0.3% +$229 0.01% 598
2023
Q1 		$82.3K Buy
749
+48
+7% +$5.25K 0.01% 611
2022
Q4 		$64.8K Sell
701
-494
-41% -$48.5K 0.01% 643
2022
Q3 		$121K Buy
1,195
+642
+116% +$78K 0.03% 382
2022
Q2 		$62K Buy
553
+450
+437% +$49.2K 0.02% 547
2022
Q1 		$11K Buy
+103
New +$12.9K ﹤0.01% 934

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's LCII Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its LCI Industries (LCII) stake by 39% in Q2 2026, selling an estimated $21.3K and leaving 299 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2103.

EverSource Wealth Advisors first reported a position in LCII in Q1 2022 and has held it in 18 quarters since. The position peaked at $121K in Q3 2022. 359 funds tracked by Wall St. Rank hold LCII as of Q2 2026.

  • EverSource Wealth Advisors held 299 shares of LCI Industries worth $31.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 194 LCI Industries shares in Q2 2026, an estimated $21.3K.
  • LCI Industries made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2103 holding.
  • EverSource Wealth Advisors first reported a position in LCI Industries in Q1 2022 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's LCI Industries position peaked at $121K in Q3 2022.
  • 359 funds tracked by Wall St. Rank held LCI Industries as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.