Envestnet Portfolio Solutions
LII icon

Envestnet Portfolio Solutions’s Lennox International LII Stock Holding History

Envestnet Portfolio Solutions’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 		$499K Buy
1,075
+82
+8% +$42.2K ﹤0.01% 905
2025
Q4 		$482K Sell
993
-152
-13% -$76.1K ﹤0.01% 1076
2025
Q3 		$606K Sell
1,145
-191
-14% -$112K ﹤0.01% 954
2025
Q2 		$766K Sell
1,336
-737
-36% -$412K ﹤0.01% 906
2025
Q1 		$1.16M Sell
2,073
-1,592
-43% -$964K ﹤0.01% 744
2024
Q4 		$2.23M Sell
3,665
-126
-3% -$78.8K 0.01% 629
2024
Q3 		$2.29M Buy
3,791
+80
+2% +$45.6K 0.01% 610
2024
Q2 		$1.99M Buy
3,711
+470
+15% +$231K 0.01% 642
2024
Q1 		$1.58M Buy
3,241
+365
+13% +$166K 0.01% 704
2023
Q4 		$1.29M Buy
2,876
+282
+11% +$112K 0.01% 722
2023
Q3 		$971K Buy
+2,594
New +$935K ﹤0.01% 754

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