EWA
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EverSource Wealth Advisors’s Lennox International LII Stock Holding History

EverSource Wealth Advisors’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 		$239K Sell
416
-55
-12% -$28K 0.01% 921
2026
Q1 		$219K Buy
471
+126
+37% +$64.9K 0.01% 1002
2025
Q4 		$167K Sell
345
-341
-50% -$171K 0.01% 1031
2025
Q3 		$363K Sell
686
-122
-15% -$71.3K 0.01% 627
2025
Q2 		$463K Sell
808
-333
-29% -$186K 0.02% 485
2025
Q1 		$640K Buy
1,141
+191
+20% +$116K 0.04% 336
2024
Q4 		$579K Buy
950
+14
+1% +$8.75K 0.03% 342
2024
Q3 		$566K Buy
936
+16
+2% +$9.13K 0.04% 302
2024
Q2 		$537K Sell
920
-12
-1% -$5.91K 0.04% 297
2024
Q1 		$432K Buy
932
+3
+0.3% +$1.36K 0.03% 295
2023
Q4 		$416K Sell
929
-1
-0.1% -$399 0.04% 275
2023
Q3 		$348K Sell
930
-30
-3% -$10.8K 0.04% 279
2023
Q2 		$313K Sell
960
-9
-0.9% -$2.54K 0.03% 302
2023
Q1 		$243K Sell
969
-7
-0.7% -$1.77K 0.03% 343
2022
Q4 		$233K Sell
976
-768
-44% -$188K 0.04% 326
2022
Q3 		$388K Sell
1,744
-210
-11% -$50K 0.09% 203
2022
Q2 		$404K Buy
1,954
+40
+2% +$8.76K 0.1% 174
2022
Q1 		$494K Buy
1,914
+1,015
+113% +$279K 0.13% 152
2021
Q4 		$291K Buy
+899
New +$281K 0.08% 176

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

EverSource Wealth Advisors's LII Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Lennox International (LII) stake by 12% in Q2 2026, selling an estimated $28K and leaving 416 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #921.

EverSource Wealth Advisors first reported a position in LII in Q4 2021 and has held it in 19 quarters since. The position peaked at $640K in Q1 2025. 649 funds tracked by Wall St. Rank hold LII as of Q2 2026.

  • EverSource Wealth Advisors held 416 shares of Lennox International worth $239K as of Q2 2026.
  • EverSource Wealth Advisors sold 55 Lennox International shares in Q2 2026, an estimated $28K.
  • Lennox International made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #921 holding.
  • EverSource Wealth Advisors first reported a position in Lennox International in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Lennox International position peaked at $640K in Q1 2025.
  • 649 funds tracked by Wall St. Rank held Lennox International as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.