Physician Wealth Advisors
LII icon

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
Q3 		$3.55K Buy
10
+9
+900% +$3.96K ﹤0.01% 1278
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
True North Advisors
True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Physician Wealth Advisors's LII Position: Q3 2026 in Review

Physician Wealth Advisors increased its Lennox International (LII) stake by 900% in Q3 2026, buying an estimated $3.96K and bringing the position to 10 shares worth $3.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Physician Wealth Advisors first reported a position in LII in Q3 2025 and has held it in 5 quarters since. 281 funds tracked by Wall St. Rank hold LII as of Q3 2026.

  • Physician Wealth Advisors held 10 shares of Lennox International worth $3.55K as of Q3 2026.
  • Physician Wealth Advisors bought 9 Lennox International shares in Q3 2026, an estimated $3.96K.
  • Lennox International made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1278 holding.
  • Physician Wealth Advisors first reported a position in Lennox International in Q3 2025 and has held it in 5 quarters since.
  • 281 funds tracked by Wall St. Rank held Lennox International as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.