Principia Wealth Advisory’s Lennox International LII Stock Holding History

Principia Wealth Advisory’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	$2.29K	Buy	4 +2	+100%	+$1.02K	﹤0.01%	552
2026 Q1	$928	Buy	2 +1	+100%	+$515	﹤0.01%	723
2025 Q4	$486	Buy	+1	New	+$501	﹤0.01%	823
2025 Q3	–	Sell	-1	Closed	-$573	–	997
2025 Q2	$573	Hold	1	–	–	﹤0.01%	705
2025 Q1	$561	Buy	+1	New	+$605	﹤0.01%	540

Other funds holding LII

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Principia Wealth Advisory's LII Position: Q2 2026 in Review

Principia Wealth Advisory increased its Lennox International (LII) stake by 100% in Q2 2026, buying an estimated $1.02K and bringing the position to 4 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Principia Wealth Advisory first reported a position in LII in Q1 2025 and has held it in 5 quarters since. 653 funds tracked by Wall St. Rank hold LII as of Q2 2026.

Principia Wealth Advisory held 4 shares of Lennox International worth $2.29K as of Q2 2026.
Principia Wealth Advisory bought 2 Lennox International shares in Q2 2026, an estimated $1.02K.
Lennox International made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #552 holding.
Principia Wealth Advisory first reported a position in Lennox International in Q1 2025 and has held it in 5 quarters since.
653 funds tracked by Wall St. Rank held Lennox International as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.