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Private Wealth Management Group’s LCI Industries LCII Stock Holding History

Private Wealth Management Group’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 		$7.52K Hold
71
– – ﹤0.01% 673
2026
Q1 		$8.73K Hold
71
– – ﹤0.01% 567
2025
Q4 		$8.62K Hold
71
– – ﹤0.01% 558
2025
Q3 		$6.61K Hold
71
– – ﹤0.01% 680
2025
Q2 		$6.47K Buy
+71
New +$6.05K ﹤0.01% 645
2025
Q1 		– Sell
-51
Closed -$5.27K – 1541
2024
Q4 		$5.27K Hold
51
– – ﹤0.01% 720
2024
Q3 		$6.15K Hold
51
– – ﹤0.01% 647
2024
Q2 		$5.27K Buy
51
+40
+364% +$4.32K ﹤0.01% 686
2024
Q1 		$1.35K Hold
11
– – ﹤0.01% 1145
2023
Q4 		$1.38K Buy
+11
New +$1.26K ﹤0.01% 1146

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

Private Wealth Management Group's LCII Position: Q2 2026 in Review

Private Wealth Management Group held its LCI Industries (LCII) position steady in Q2 2026 at 71 shares worth $7.52K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Private Wealth Management Group first reported a position in LCII in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.73K in Q1 2026. 359 funds tracked by Wall St. Rank hold LCII as of Q2 2026.

  • Private Wealth Management Group held 71 shares of LCI Industries worth $7.52K as of Q2 2026.
  • Private Wealth Management Group left its LCI Industries share count unchanged in Q2 2026.
  • LCI Industries made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #673 holding.
  • Private Wealth Management Group first reported a position in LCI Industries in Q4 2023 and has held it in 10 quarters since.
  • Private Wealth Management Group's LCI Industries position peaked at $8.73K in Q1 2026.
  • 359 funds tracked by Wall St. Rank held LCI Industries as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.