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Rise Advisors’s LCI Industries LCII Stock Holding History

Rise 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
2025
Q4 		– Sell
-91
Closed -$8.49K – 834
2025
Q3 		$8.49K Buy
91
+1
+1% +$100 ﹤0.01% 1068
2025
Q2 		$8.22K Buy
90
+1
+1% +$85 ﹤0.01% 1079
2025
Q1 		$7.78K Sell
89
-14
-14% -$1.41K ﹤0.01% 1115
2024
Q4 		$10.6K Buy
103
+1
+1% +$115 0.01% 968
2024
Q3 		$12.3K Buy
102
+1
+1% +$113 0.01% 952
2024
Q2 		$10.4K Buy
101
+1
+1% +$108 0.01% 1001
2024
Q1 		$12.3K Buy
+100
New +$11.8K 0.01% 986

Other funds holding LCII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Rise Advisors's LCII Position: Q4 2025 in Review

Rise Advisors sold out of LCI Industries (LCII) in Q4 2025, closing a stake of 91 shares — an estimated $8.49K sold.

Rise Advisors first reported a position in LCII in Q1 2024 and held it in 7 quarters. The position peaked at $12.3K in Q1 2024. 334 funds tracked by Wall St. Rank hold LCII as of Q4 2025.

  • Rise Advisors reported no remaining LCI Industries position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 91 LCI Industries shares in Q4 2025, an estimated $8.49K.
  • Rise Advisors first reported a position in LCI Industries in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's LCI Industries position peaked at $12.3K in Q1 2024.
  • 334 funds tracked by Wall St. Rank held LCI Industries as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.