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Atala Financial’s Lennox International LII Stock Holding History

Atala Financial’s Portfolio LII Stock Details LII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$462K Buy
986
+17
+2% +$8.75K 0.31% 74
2025
Q4 		$471K Hold
969
– – 0.3% 70
2025
Q3 		$513K Hold
969
– – 0.32% 62
2025
Q2 		$555K Hold
969
– – 0.38% 61
2025
Q1 		$543K Hold
969
– – 0.4% 62
2024
Q4 		$590K Buy
+969
New +$606K 0.41% 57

Other funds holding LII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Atala Financial's LII Position: Q1 2026 in Review

Atala Financial increased its Lennox International (LII) stake by 1.8% in Q1 2026, buying an estimated $8.75K and bringing the position to 986 shares worth $462K. The position accounts for 0.31% of the portfolio, ranked #74.

Atala Financial first reported a position in LII in Q4 2024 and has held it in 6 quarters since. The position peaked at $590K in Q4 2024. 627 funds tracked by Wall St. Rank hold LII as of Q1 2026.

  • Atala Financial held 986 shares of Lennox International worth $462K as of Q1 2026.
  • Atala Financial bought 17 Lennox International shares in Q1 2026, an estimated $8.75K.
  • Lennox International made up 0.31% of Atala Financial's portfolio in Q1 2026, its #74 holding.
  • Atala Financial first reported a position in Lennox International in Q4 2024 and has held it in 6 quarters since.
  • Atala Financial's Lennox International position peaked at $590K in Q4 2024.
  • 627 funds tracked by Wall St. Rank held Lennox International as of Q1 2026.

Based on Atala Financial's 13F filing for Q1 2026, filed 10 Apr 2026.