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Strategic Wealth Partners’s LGI Homes LGIH Stock Holding History

Strategic Wealth Partners’s Portfolio LGIH Stock Details LGIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7
Closed -$362 – 1522
2025
Q3 		$362 Hold
7
– – ﹤0.01% 1260
2025
Q2 		$361 Buy
+7
New +$383 ﹤0.01% 1092

Other funds holding LGIH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Strategic Wealth Partners's LGIH Position: Q4 2025 in Review

Strategic Wealth Partners sold out of LGI Homes (LGIH) in Q4 2025, closing a stake of 7 shares — an estimated $362 sold.

Strategic Wealth Partners first reported a position in LGIH in Q2 2025 and held it in 2 quarters. The position peaked at $362 in Q3 2025. 219 funds tracked by Wall St. Rank hold LGIH as of Q4 2025.

  • Strategic Wealth Partners reported no remaining LGI Homes position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 7 LGI Homes shares in Q4 2025, an estimated $362.
  • Strategic Wealth Partners first reported a position in LGI Homes in Q2 2025 and held it in 2 quarters.
  • Strategic Wealth Partners's LGI Homes position peaked at $362 in Q3 2025.
  • 219 funds tracked by Wall St. Rank held LGI Homes as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.