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Clark Wealth Partners’s Lennox International LII Stock Holding History

Clark Wealth Partners’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
-12
Closed -$6.73K – 592
2025
Q1 		$6.73K Buy
+12
New +$7.26K 0.01% 243

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Clark Wealth Partners's LII Position: Q2 2025 in Review

Clark Wealth Partners sold out of Lennox International (LII) in Q2 2025, closing a stake of 12 shares — an estimated $6.73K sold.

Clark Wealth Partners first reported a position in LII in Q1 2025 and held it in 1 quarter. The position peaked at $6.73K in Q1 2025. 634 funds tracked by Wall St. Rank hold LII as of Q2 2025.

  • Clark Wealth Partners reported no remaining Lennox International position as of Q2 2025 after selling out during the quarter.
  • Clark Wealth Partners sold 12 Lennox International shares in Q2 2025, an estimated $6.73K.
  • Clark Wealth Partners first reported a position in Lennox International in Q1 2025 and held it in 1 quarter.
  • Clark Wealth Partners's Lennox International position peaked at $6.73K in Q1 2025.
  • 634 funds tracked by Wall St. Rank held Lennox International as of Q2 2025.

Based on Clark Wealth Partners's 13F filing for Q2 2025, filed 4 Feb 2026.