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Precision Wealth Strategies’s Lennox International LII Stock Holding History

Precision Wealth Strategies’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
2025
Q4 		– Sell
-709
Closed -$375K – 173
2025
Q3 		$375K Sell
709
-33
-4% -$19.3K 0.12% 143
2025
Q2 		$425K Sell
742
-65
-8% -$36.3K 0.14% 120
2025
Q1 		$453K Buy
807
+92
+13% +$55.7K 0.35% 54
2024
Q4 		$436K Hold
715
– – 0.34% 61
2024
Q3 		$432K Buy
715
+5
+0.7% +$2.85K 0.4% 57
2024
Q2 		$380K Sell
710
-84
-11% -$41.4K 0.39% 66
2024
Q1 		$388K Sell
794
-5
-0.6% -$2.27K 0.37% 64
2023
Q4 		$358K Buy
+799
New +$319K 0.35% 56

Other funds holding LII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Precision Wealth Strategies's LII Position: Q4 2025 in Review

Precision Wealth Strategies sold out of Lennox International (LII) in Q4 2025, closing a stake of 709 shares — an estimated $375K sold.

Precision Wealth Strategies first reported a position in LII in Q4 2023 and held it in 8 quarters. The position peaked at $453K in Q1 2025. 653 funds tracked by Wall St. Rank hold LII as of Q4 2025.

  • Precision Wealth Strategies reported no remaining Lennox International position as of Q4 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 709 Lennox International shares in Q4 2025, an estimated $375K.
  • Precision Wealth Strategies first reported a position in Lennox International in Q4 2023 and held it in 8 quarters.
  • Precision Wealth Strategies's Lennox International position peaked at $453K in Q1 2025.
  • 653 funds tracked by Wall St. Rank held Lennox International as of Q4 2025.

Based on Precision Wealth Strategies's 13F filing for Q4 2025, filed 30 Jan 2026.