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 Q2	$370K	Sell	712 -274	-28%	-$140K	0.23%	91
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Atala Financial's LII Position: Q2 2026 in Review

Atala Financial reduced its Lennox International (LII) stake by 28% in Q2 2026, selling an estimated $140K and leaving 712 shares worth $370K. The position accounts for 0.23% of the portfolio, ranked #91.

Atala Financial first reported a position in LII in Q4 2024 and has held it in 7 quarters since. The position peaked at $590K in Q4 2024. 653 funds tracked by Wall St. Rank hold LII as of Q2 2026.

Atala Financial held 712 shares of Lennox International worth $370K as of Q2 2026.
Atala Financial sold 274 Lennox International shares in Q2 2026, an estimated $140K.
Lennox International made up 0.23% of Atala Financial's portfolio in Q2 2026, its #91 holding.
Atala Financial first reported a position in Lennox International in Q4 2024 and has held it in 7 quarters since.
Atala Financial's Lennox International position peaked at $590K in Q4 2024.
653 funds tracked by Wall St. Rank held Lennox International as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.