SAG
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SageView Advisory Group’s LCI Industries LCII Stock Holding History

SageView Advisory 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 		$254K Sell
2,401
-97
-4% -$10.7K 0.01% 541
2026
Q1 		$307K Buy
2,498
+7
+0.3% +$957 0.01% 468
2025
Q4 		$302K Buy
2,491
+25
+1% +$2.66K 0.01% 489
2025
Q3 		$230K Buy
2,466
+21
+0.9% +$2.1K 0.01% 593
2025
Q2 		$241K Buy
2,445
+145
+6% +$12.4K 0.01% 554
2025
Q1 		$201K Sell
2,300
-9
-0.4% -$904 0.01% 584
2024
Q4 		$239K Buy
2,309
+11
+0.5% +$1.27K 0.01% 520
2024
Q3 		$277K Sell
2,298
-261
-10% -$29.5K 0.01% 421
2024
Q2 		$265K Buy
+2,559
New +$276K 0.01% 464
2024
Q1 		– Sell
-2,508
Closed -$281K – 650
2023
Q4 		$281K Buy
2,508
+219
+10% +$25.2K 0.01% 530
2023
Q3 		$269K Buy
2,289
+22
+1% +$2.76K 0.02% 442
2023
Q2 		$286K Buy
2,267
+161
+8% +$18.4K 0.02% 455
2023
Q1 		$231K Buy
+2,106
New +$230K 0.01% 432

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

SageView Advisory Group's LCII Position: Q2 2026 in Review

SageView Advisory Group reduced its LCI Industries (LCII) stake by 3.9% in Q2 2026, selling an estimated $10.7K and leaving 2,401 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #541.

SageView Advisory Group first reported a position in LCII in Q1 2023 and has held it in 13 quarters since. The position peaked at $307K in Q1 2026. 358 funds tracked by Wall St. Rank hold LCII as of Q2 2026.

  • SageView Advisory Group held 2,401 shares of LCI Industries worth $254K as of Q2 2026.
  • SageView Advisory Group sold 97 LCI Industries shares in Q2 2026, an estimated $10.7K.
  • LCI Industries made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #541 holding.
  • SageView Advisory Group first reported a position in LCI Industries in Q1 2023 and has held it in 13 quarters since.
  • SageView Advisory Group's LCI Industries position peaked at $307K in Q1 2026.
  • 358 funds tracked by Wall St. Rank held LCI Industries as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.