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NewEdge Wealth’s LCI Industries LCII Stock Holding History

NewEdge Wealth’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 		$1.87M Sell
17,697
-1,195
-6% -$131K 0.02% 479
2026
Q1 		$2.32M Sell
18,892
-2,246
-11% -$307K 0.03% 386
2025
Q4 		$2.56M Sell
21,138
-418
-2% -$44.5K 0.03% 390
2025
Q3 		$2.38M Sell
21,556
-492
-2% -$49.1K 0.03% 351
2025
Q2 		$2.11M Sell
22,048
-1,232
-5% -$105K 0.03% 367
2025
Q1 		$2.04M Buy
23,280
+1,415
+6% +$142K 0.04% 348
2024
Q4 		$2.26M Sell
21,865
-4,568
-17% -$527K 0.04% 324
2024
Q3 		$3.19M Buy
26,433
+2,651
+11% +$299K 0.06% 284
2024
Q2 		$2.46M Buy
23,782
+36
+0.2% +$3.89K 0.05% 291
2024
Q1 		$2.5M Buy
23,746
+2,619
+12% +$308K 0.06% 289
2023
Q4 		$2.66M Sell
21,127
-1,773
-8% -$204K 0.07% 252
2023
Q3 		$2.69M Buy
22,900
+411
+2% +$51.5K 0.09% 208
2023
Q2 		$2.84M Buy
22,489
+153
+0.7% +$17.5K 0.09% 198
2023
Q1 		$2.45M Buy
22,336
+3,079
+16% +$337K 0.09% 192
2022
Q4 		$1.78M Sell
19,257
-2,207
-10% -$217K 0.08% 226
2022
Q3 		$2.18M Buy
21,464
+10,890
+103% +$1.32M 0.1% 178
2022
Q2 		$1.18M Buy
10,574
+3,342
+46% +$365K 0.05% 272
2022
Q1 		$751K Buy
7,232
+269
+4% +$33.7K 0.03% 250
2021
Q4 		$1.08M Buy
+6,963
New +$1.04M 0.05% 226

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

NewEdge Wealth's LCII Position: Q2 2026 in Review

NewEdge Wealth reduced its LCI Industries (LCII) stake by 6.3% in Q2 2026, selling an estimated $131K and leaving 17,697 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #479.

NewEdge Wealth first reported a position in LCII in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.19M in Q3 2024. 358 funds tracked by Wall St. Rank hold LCII as of Q2 2026.

  • NewEdge Wealth held 17,697 shares of LCI Industries worth $1.87M as of Q2 2026.
  • NewEdge Wealth sold 1,195 LCI Industries shares in Q2 2026, an estimated $131K.
  • LCI Industries made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #479 holding.
  • NewEdge Wealth first reported a position in LCI Industries in Q4 2021 and has held it in 19 quarters since.
  • NewEdge Wealth's LCI Industries position peaked at $3.19M in Q3 2024.
  • 358 funds tracked by Wall St. Rank held LCI Industries as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.