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Outlook Wealth Advisors’s Lennox International LII Stock Holding History

Outlook 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 		$269K Hold
469
– – 0.06% 268
2026
Q1 		$218K Buy
469
+3
+0.6% +$1.54K 0.05% 300
2025
Q4 		$226K Buy
466
+8
+2% +$4.01K 0.05% 285
2025
Q3 		$242K Buy
+458
New +$267K 0.06% 275

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

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

Outlook Wealth Advisors held its Lennox International (LII) position steady in Q2 2026 at 469 shares worth $269K. The position accounts for 0.06% of the portfolio, ranked #268.

Outlook Wealth Advisors first reported a position in LII in Q3 2025 and has held it in 4 quarters since. 653 funds tracked by Wall St. Rank hold LII as of Q2 2026.

  • Outlook Wealth Advisors held 469 shares of Lennox International worth $269K as of Q2 2026.
  • Outlook Wealth Advisors left its Lennox International share count unchanged in Q2 2026.
  • Lennox International made up 0.06% of Outlook Wealth Advisors's portfolio in Q2 2026, its #268 holding.
  • Outlook Wealth Advisors first reported a position in Lennox International in Q3 2025 and has held it in 4 quarters since.
  • 653 funds tracked by Wall St. Rank held Lennox International as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.