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Physician Wealth Advisors’s Lennox International LII Stock Holding History

Physician 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 		$573 Hold
1
– – ﹤0.01% 2041
2026
Q1 		$465 Sell
1
-1
-50% -$515 ﹤0.01% 1951
2025
Q4 		$972 Hold
2
– – ﹤0.01% 1641
2025
Q3 		$1.06K Buy
+2
New +$1.17K ﹤0.01% 1539

Other funds holding LII

TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Physician Wealth Advisors held its Lennox International (LII) position steady in Q2 2026 at 1 share worth $573. The position accounts for ﹤0.01% of the portfolio, ranked #2041.

Physician Wealth Advisors first reported a position in LII in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.06K in Q3 2025. 250 funds tracked by Wall St. Rank hold LII as of Q2 2026.

  • Physician Wealth Advisors held 1 share of Lennox International worth $573 as of Q2 2026.
  • Physician Wealth Advisors left its Lennox International share count unchanged in Q2 2026.
  • Lennox International made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2041 holding.
  • Physician Wealth Advisors first reported a position in Lennox International in Q3 2025 and has held it in 4 quarters since.
  • Physician Wealth Advisors's Lennox International position peaked at $1.06K in Q3 2025.
  • 250 funds tracked by Wall St. Rank held Lennox International as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.