Cornerstone Planning Group
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Cornerstone Planning Group’s Lennox International LII Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-9
Closed -$4.8K – 1023
2026
Q2 		$4.8K Sell
9
-2
-18% -$1.02K ﹤0.01% 1099
2026
Q1 		$5.74K Sell
11
-1
-8% -$515 ﹤0.01% 1054
2025
Q4 		$5.85K Buy
+12
New +$6.01K ﹤0.01% 942

Other funds holding LII

True North Advisors
True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Cornerstone Planning Group's LII Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Lennox International (LII) in Q3 2026, closing a stake of 9 shares — an estimated $4.8K sold.

Cornerstone Planning Group first reported a position in LII in Q4 2025 and held it in 3 quarters. The position peaked at $5.85K in Q4 2025. 121 funds tracked by Wall St. Rank hold LII as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Lennox International position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 9 Lennox International shares in Q3 2026, an estimated $4.8K.
  • Cornerstone Planning Group first reported a position in Lennox International in Q4 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's Lennox International position peaked at $5.85K in Q4 2025.
  • 121 funds tracked by Wall St. Rank held Lennox International as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.