Avantax Advisory Services’s Lennox International LII Stock Holding History

Avantax Advisory Services’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
2025 Q2	$653K	Sell	1,139 -198	-15%	-$111K	﹤0.01%	1424
2025 Q1	$750K	Sell	1,337 -494	-27%	-$299K	﹤0.01%	1248
2024 Q4	$1.12M	Sell	1,831 -13	-0.7%	-$8.13K	0.01%	989
2024 Q3	$1.11M	Buy	1,844 +42	+2%	+$24K	0.01%	962
2024 Q2	$964K	Buy	+1,802	New	+$887K	0.01%	996

Other funds holding LII

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Avantax Advisory Services's LII Position: Q2 2025 in Review

Avantax Advisory Services reduced its Lennox International (LII) stake by 15% in Q2 2025, selling an estimated $111K and leaving 1,139 shares worth $653K. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

Avantax Advisory Services first reported a position in LII in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.12M in Q4 2024. 634 funds tracked by Wall St. Rank hold LII as of Q2 2025.

Avantax Advisory Services held 1,139 shares of Lennox International worth $653K as of Q2 2025.
Avantax Advisory Services sold 198 Lennox International shares in Q2 2025, an estimated $111K.
Lennox International made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1424 holding.
Avantax Advisory Services first reported a position in Lennox International in Q2 2024 and has held it in 5 quarters since.
Avantax Advisory Services's Lennox International position peaked at $1.12M in Q4 2024.
634 funds tracked by Wall St. Rank held Lennox International as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.