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Clearstead Advisors’s Lennox International LII Stock Holding History

Clearstead 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
2026
Q2 		$11.5K Buy
20
+5
+33% +$2.55K ﹤0.01% 1940
2026
Q1 		$6.96K Sell
15
-91
-86% -$46.9K ﹤0.01% 1678
2025
Q4 		$51.5K Buy
106
+75
+242% +$37.6K ﹤0.01% 1395
2025
Q3 		$16.4K Sell
31
-38
-55% -$22.2K ﹤0.01% 1729
2025
Q2 		$39.6K Sell
69
-18
-21% -$10.1K ﹤0.01% 1361
2025
Q1 		$48.8K Sell
87
-665
-88% -$403K ﹤0.01% 1179
2024
Q4 		$458K Sell
752
-7
-0.9% -$4.38K 0.01% 603
2024
Q3 		$459K Buy
759
+12
+2% +$6.84K 0.01% 596
2024
Q2 		$400K Buy
+747
New +$368K 0.01% 592
2023
Q2 		– Sell
-12
Closed -$3.02K – 1413
2023
Q1 		$3.02K Buy
+12
New +$3.03K ﹤0.01% 1079
2021
Q3 		– Sell
-14
Closed -$5K – 1346
2021
Q2 		$5K Buy
+14
New +$4.72K ﹤0.01% 885

Other funds holding LII

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Clearstead Advisors's LII Position: Q2 2026 in Review

Clearstead Advisors increased its Lennox International (LII) stake by 33% in Q2 2026, buying an estimated $2.55K and bringing the position to 20 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1940.

Clearstead Advisors first reported a position in LII in Q2 2021 and has held it in 11 quarters since. The position peaked at $459K in Q3 2024. 653 funds tracked by Wall St. Rank hold LII as of Q2 2026.

  • Clearstead Advisors held 20 shares of Lennox International worth $11.5K as of Q2 2026.
  • Clearstead Advisors bought 5 Lennox International shares in Q2 2026, an estimated $2.55K.
  • Lennox International made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1940 holding.
  • Clearstead Advisors first reported a position in Lennox International in Q2 2021 and has held it in 11 quarters since.
  • Clearstead Advisors's Lennox International position peaked at $459K in Q3 2024.
  • 653 funds tracked by Wall St. Rank held Lennox International as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.