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Root Financial Partners’s LCI Industries LCII Stock Holding History

Root Financial Partners’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 		– Sell
-118
Closed -$14.5K – 1941
2026
Q1 		$14.5K Buy
118
+13
+12% +$1.78K ﹤0.01% 1501
2025
Q4 		$12.7K Buy
105
+10
+11% +$1.06K ﹤0.01% 1397
2025
Q3 		$8.85K Buy
+95
New +$9.49K ﹤0.01% 1500

Other funds holding LCII

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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

Root Financial Partners's LCII Position: Q2 2026 in Review

Root Financial Partners sold out of LCI Industries (LCII) in Q2 2026, closing a stake of 118 shares — an estimated $14.5K sold.

Root Financial Partners first reported a position in LCII in Q3 2025 and held it in 3 quarters. The position peaked at $14.5K in Q1 2026. 358 funds tracked by Wall St. Rank hold LCII as of Q2 2026.

  • Root Financial Partners reported no remaining LCI Industries position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 118 LCI Industries shares in Q2 2026, an estimated $14.5K.
  • Root Financial Partners first reported a position in LCI Industries in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's LCI Industries position peaked at $14.5K in Q1 2026.
  • 358 funds tracked by Wall St. Rank held LCI Industries as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.