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Diversify Wealth Management’s Lennox International LII Stock Holding History

Diversify Wealth Management’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
Q1 		$238K Buy
+460
New +$237K ﹤0.01% 1037
2025
Q1 		– Sell
-362
Closed -$221K – 533
2024
Q4 		$221K Sell
362
-9
-2% -$5.63K 0.02% 475
2024
Q3 		$226K Sell
371
-16
-4% -$9.13K 0.02% 438
2024
Q2 		$207K Buy
+387
New +$191K 0.03% 409

Other funds holding LII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Diversify Wealth Management's LII Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in Lennox International (LII) in Q1 2026: 460 shares worth $238K. The stake represents ﹤0.01% of the portfolio and ranks #1037 among its holdings. This is a return to the name: Diversify Wealth Management previously reported a position in LII as recently as Q4 2024.

Diversify Wealth Management first reported a position in LII in Q2 2024 and has held it in 4 quarters since. 627 funds tracked by Wall St. Rank hold LII as of Q1 2026.

  • Diversify Wealth Management held 460 shares of Lennox International worth $238K as of Q1 2026.
  • Lennox International was a new Diversify Wealth Management position in Q1 2026.
  • Lennox International made up ﹤0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #1037 holding.
  • Diversify Wealth Management first reported a position in Lennox International in Q2 2024 and has held it in 4 quarters since.
  • 627 funds tracked by Wall St. Rank held Lennox International as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.