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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

EverSource Wealth Advisors's LCII Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its LCI Industries (LCII) stake by 44% in Q1 2026, selling an estimated $52.1K and leaving 493 shares worth $60.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1753.

EverSource Wealth Advisors first reported a position in LCII in Q1 2022 and has held it in 17 quarters since. The position peaked at $121K in Q3 2022. 348 funds tracked by Wall St. Rank hold LCII as of Q1 2026.

  • EverSource Wealth Advisors held 493 shares of LCI Industries worth $60.7K as of Q1 2026.
  • EverSource Wealth Advisors sold 381 LCI Industries shares in Q1 2026, an estimated $52.1K.
  • LCI Industries made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1753 holding.
  • EverSource Wealth Advisors first reported a position in LCI Industries in Q1 2022 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's LCI Industries position peaked at $121K in Q3 2022.
  • 348 funds tracked by Wall St. Rank held LCI Industries as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.