OF
LCII icon

Optimize Financial’s LCI Industries LCII Stock Holding History

Optimize Financial’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 		$286K Sell
2,699
-9
-0.3% -$990 0.1% 255
2026
Q1 		$333K Buy
+2,708
New +$370K 0.16% 239

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

Optimize Financial's LCII Position: Q2 2026 in Review

Optimize Financial reduced its LCI Industries (LCII) stake by 0.33% in Q2 2026, selling an estimated $990 and leaving 2,699 shares worth $286K. The position accounts for 0.1% of the portfolio, ranked #255.

Optimize Financial first reported a position in LCII in Q1 2026 and has held it in 2 quarters since. The position peaked at $333K in Q1 2026. 359 funds tracked by Wall St. Rank hold LCII as of Q2 2026.

  • Optimize Financial held 2,699 shares of LCI Industries worth $286K as of Q2 2026.
  • Optimize Financial sold 9 LCI Industries shares in Q2 2026, an estimated $990.
  • LCI Industries made up 0.1% of Optimize Financial's portfolio in Q2 2026, its #255 holding.
  • Optimize Financial first reported a position in LCI Industries in Q1 2026 and has held it in 2 quarters since.
  • Optimize Financial's LCI Industries position peaked at $333K in Q1 2026.
  • 359 funds tracked by Wall St. Rank held LCI Industries as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.