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Prospera Financial Services’s Lennox International LII Stock Holding History

Prospera Financial Services’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
Q1 		– Sell
-690
Closed -$335K – 1466
2025
Q4 		$335K Buy
690
+3
+0.4% +$1.5K 0.01% 1105
2025
Q3 		$364K Buy
687
+4
+0.6% +$2.34K 0.01% 1079
2025
Q2 		$391K Sell
683
-3
-0.4% -$1.68K 0.01% 1000
2025
Q1 		$385K Sell
686
-16
-2% -$9.69K 0.01% 893
2024
Q4 		$428K Buy
702
+9
+1% +$5.63K 0.01% 802
2024
Q3 		$419K Sell
693
-6
-0.9% -$3.42K 0.01% 783
2024
Q2 		$374K Sell
699
-25
-3% -$12.3K 0.01% 825
2024
Q1 		$354K Buy
+724
New +$329K 0.01% 838
2022
Q3 		– Sell
-471
Closed -$98K – 1269
2022
Q2 		$98K Sell
471
-92
-16% -$20.1K 0.01% 899
2022
Q1 		$145K Buy
+563
New +$155K 0.01% 985
2020
Q4 		– Sell
-296
Closed -$81K – 1168
2020
Q3 		$81K Buy
+296
New +$79K 0.03% 470

Other funds holding LII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Prospera Financial Services's LII Position: Q1 2026 in Review

Prospera Financial Services sold out of Lennox International (LII) in Q1 2026, closing a stake of 690 shares — an estimated $335K sold.

Prospera Financial Services first reported a position in LII in Q3 2020 and held it in 11 quarters. The position peaked at $428K in Q4 2024. 627 funds tracked by Wall St. Rank hold LII as of Q1 2026.

  • Prospera Financial Services reported no remaining Lennox International position as of Q1 2026 after selling out during the quarter.
  • Prospera Financial Services sold 690 Lennox International shares in Q1 2026, an estimated $335K.
  • Prospera Financial Services first reported a position in Lennox International in Q3 2020 and held it in 11 quarters.
  • Prospera Financial Services's Lennox International position peaked at $428K in Q4 2024.
  • 627 funds tracked by Wall St. Rank held Lennox International as of Q1 2026.

Based on Prospera Financial Services's 13F filing for Q1 2026, filed 14 Apr 2026.