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Evolve Private Wealth’s Lennox International LII Stock Holding History

Evolve Private Wealth’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 		– Sell
-489
Closed -$227K – 1144
2026
Q1 		$227K Buy
489
+74
+18% +$38.1K 0.01% 890
2025
Q4 		$202K Buy
+415
New +$208K 0.01% 868

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's LII Position: Q2 2026 in Review

Evolve Private Wealth sold out of Lennox International (LII) in Q2 2026, closing a stake of 489 shares — an estimated $227K sold.

Evolve Private Wealth first reported a position in LII in Q4 2025 and held it in 2 quarters. The position peaked at $227K in Q1 2026. 654 funds tracked by Wall St. Rank hold LII as of Q2 2026.

  • Evolve Private Wealth reported no remaining Lennox International position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 489 Lennox International shares in Q2 2026, an estimated $227K.
  • Evolve Private Wealth first reported a position in Lennox International in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's Lennox International position peaked at $227K in Q1 2026.
  • 654 funds tracked by Wall St. Rank held Lennox International as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.