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Crestwood Advisors Group’s Lennox International LII Stock Holding History

Crestwood Advisors 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
Q2 		$271K Buy
472
+8
+2% +$4.07K ﹤0.01% 722
2026
Q1 		$216K Sell
464
-35
-7% -$18K ﹤0.01% 710
2025
Q4 		$242K Buy
499
+73
+17% +$36.6K ﹤0.01% 598
2025
Q3 		$226K Buy
426
+18
+4% +$10.5K ﹤0.01% 529
2025
Q2 		$234K Sell
408
-107
-21% -$59.8K ﹤0.01% 488
2025
Q1 		$289K Sell
515
-13
-2% -$7.87K 0.01% 432
2024
Q4 		$322K Buy
+528
New +$330K 0.01% 373

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

Crestwood Advisors Group's LII Position: Q2 2026 in Review

Crestwood Advisors Group increased its Lennox International (LII) stake by 1.7% in Q2 2026, buying an estimated $4.07K and bringing the position to 472 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Crestwood Advisors Group first reported a position in LII in Q4 2024 and has held it in 7 quarters since. The position peaked at $322K in Q4 2024. 653 funds tracked by Wall St. Rank hold LII as of Q2 2026.

  • Crestwood Advisors Group held 472 shares of Lennox International worth $271K as of Q2 2026.
  • Crestwood Advisors Group bought 8 Lennox International shares in Q2 2026, an estimated $4.07K.
  • Lennox International made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #722 holding.
  • Crestwood Advisors Group first reported a position in Lennox International in Q4 2024 and has held it in 7 quarters since.
  • Crestwood Advisors Group's Lennox International position peaked at $322K in Q4 2024.
  • 653 funds tracked by Wall St. Rank held Lennox International as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.