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B. Riley Wealth Advisors’s Lennox International LII Stock Holding History

B. Riley Wealth Advisors’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 		– Sell
-442
Closed -$248K – 1242
2025
Q1 		$248K Buy
+442
New +$268K 0.01% 1062
2024
Q4 		– Sell
-341
Closed -$206K – 1227
2024
Q3 		$206K Buy
+341
New +$195K 0.01% 1128
2024
Q2 		– Sell
-616
Closed -$231K – 1514
2024
Q1 		$231K Buy
+616
New +$280K 0.01% 1187
2023
Q4 		– Sell
-616
Closed -$231K – 1463
2023
Q3 		$231K Buy
+616
New +$222K 0.01% 1187
2019
Q4 		– Sell
-1,740
Closed -$423K – 881
2019
Q3 		$423K Buy
1,740
+231
+15% +$59.6K 0.04% 458
2019
Q2 		$416K Buy
1,509
+333
+28% +$90.8K 0.05% 443
2019
Q1 		$311K Buy
+1,176
New +$281K 0.04% 481
2015
Q1 		– Sell
-83
Closed -$8K – 1355
2014
Q4 		$8K Buy
+83
New +$7.37K ﹤0.01% 2977

Other funds holding LII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

B. Riley Wealth Advisors's LII Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Lennox International (LII) in Q2 2025, closing a stake of 442 shares — an estimated $248K sold.

B. Riley Wealth Advisors first reported a position in LII in Q4 2014 and held it in 8 quarters. The position peaked at $423K in Q3 2019. 635 funds tracked by Wall St. Rank hold LII as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Lennox International position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 442 Lennox International shares in Q2 2025, an estimated $248K.
  • B. Riley Wealth Advisors first reported a position in Lennox International in Q4 2014 and held it in 8 quarters.
  • B. Riley Wealth Advisors's Lennox International position peaked at $423K in Q3 2019.
  • 635 funds tracked by Wall St. Rank held Lennox International as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.