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Mount Yale Investment Advisors’s Lennox International LII Stock Holding History

Mount Yale Investment 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 		$825K Buy
1,438
+1
+0.1% +$509 0.02% 637
2026
Q1 		$669K Buy
1,437
+516
+56% +$266K 0.02% 623
2025
Q4 		$449K Buy
921
+517
+128% +$259K 0.02% 487
2025
Q3 		$214K Buy
404
+245
+154% +$143K 0.01% 614
2025
Q2 		$91.1K Buy
+159
New +$88.9K 0.01% 679
2020
Q4 		– Sell
-2,690
Closed -$733K – 414
2020
Q3 		$733K Sell
2,690
-40
-1% -$10.7K 0.1% 192
2020
Q2 		$636K Buy
2,730
+461
+20% +$93.1K 0.11% 191
2020
Q1 		$412K Buy
2,269
+251
+12% +$57.9K 0.09% 209
2019
Q4 		$470K Buy
2,018
+66
+3% +$16.4K 0.08% 213
2019
Q3 		$490K Sell
1,952
-38
-2% -$9.8K 0.09% 190
2019
Q2 		$507K Sell
1,990
-61
-3% -$16.6K 0.09% 181
2019
Q1 		$542K Sell
2,051
-30
-1% -$7.17K 0.1% 162
2018
Q4 		$494K Sell
2,081
-117
-5% -$24.7K 0.1% 172
2018
Q3 		$476K Sell
2,198
-38
-2% -$8.28K 0.08% 184
2018
Q2 		$448K Sell
2,236
-4
-0.2% -$810 0.08% 191
2018
Q1 		$458K Buy
+2,240
New +$466K 0.1% 186

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

Mount Yale Investment Advisors's LII Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Lennox International (LII) stake by 0.07% in Q2 2026, buying an estimated $509 and bringing the position to 1,438 shares worth $825K. The position accounts for 0.02% of the portfolio, ranked #637.

Mount Yale Investment Advisors first reported a position in LII in Q1 2018 and has held it in 16 quarters since. 654 funds tracked by Wall St. Rank hold LII as of Q2 2026.

  • Mount Yale Investment Advisors held 1,438 shares of Lennox International worth $825K as of Q2 2026.
  • Mount Yale Investment Advisors bought 1 Lennox International share in Q2 2026, an estimated $509.
  • Lennox International made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #637 holding.
  • Mount Yale Investment Advisors first reported a position in Lennox International in Q1 2018 and has held it in 16 quarters since.
  • 654 funds tracked by Wall St. Rank held Lennox International as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.