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Concurrent Investment Advisors’s Lennox International LII Stock Holding History

Concurrent Investment 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 		$974K Buy
1,700
+272
+19% +$138K 0.01% 1020
2026
Q1 		$663K Sell
1,428
-212
-13% -$109K 0.01% 1082
2025
Q4 		$797K Buy
1,640
+701
+75% +$351K 0.01% 933
2025
Q3 		$497K Sell
939
-112
-11% -$65.4K 0.01% 914
2025
Q2 		$603K Sell
1,051
-38
-3% -$21.3K 0.01% 777
2025
Q1 		$611K Buy
+1,089
New +$659K 0.01% 690

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's LII Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Lennox International (LII) stake by 19% in Q2 2026, buying an estimated $138K and bringing the position to 1,700 shares worth $974K. The position accounts for 0.01% of the portfolio, ranked #1020.

Concurrent Investment Advisors first reported a position in LII in Q1 2025 and has held it in 6 quarters since. 654 funds tracked by Wall St. Rank hold LII as of Q2 2026.

  • Concurrent Investment Advisors held 1,700 shares of Lennox International worth $974K as of Q2 2026.
  • Concurrent Investment Advisors bought 272 Lennox International shares in Q2 2026, an estimated $138K.
  • Lennox International made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1020 holding.
  • Concurrent Investment Advisors first reported a position in Lennox International in Q1 2025 and has held it in 6 quarters since.
  • 654 funds tracked by Wall St. Rank held Lennox International as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.