EWP
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Elevation Wealth Partners’s Lennox International LII Stock Holding History

Elevation Wealth Partners’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
-13
Closed -$7.45K – 1380
2026
Q2 		$7.45K Sell
13
-1
-7% -$509 ﹤0.01% 910
2026
Q1 		$6.5K Buy
+14
New +$7.21K ﹤0.01% 631
2025
Q4 		– Sell
-1
Closed -$530 – 992
2025
Q3 		$530 Buy
+1
New +$584 ﹤0.01% 806

Other funds holding LII

HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Elevation Wealth Partners's LII Position: Q3 2026 in Review

Elevation Wealth Partners sold out of Lennox International (LII) in Q3 2026, closing a stake of 13 shares — an estimated $7.45K sold.

Elevation Wealth Partners first reported a position in LII in Q3 2025 and held it in 3 quarters. The position peaked at $7.45K in Q2 2026. 17 funds tracked by Wall St. Rank hold LII as of Q3 2026.

  • Elevation Wealth Partners reported no remaining Lennox International position as of Q3 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 13 Lennox International shares in Q3 2026, an estimated $7.45K.
  • Elevation Wealth Partners first reported a position in Lennox International in Q3 2025 and held it in 3 quarters.
  • Elevation Wealth Partners's Lennox International position peaked at $7.45K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Lennox International as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.