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Root Financial Partners’s Lennox International LII Stock Holding History

Root Financial Partners’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 		– Sell
-69
Closed -$32K – 1959
2026
Q1 		$32K Buy
69
+40
+138% +$20.6K ﹤0.01% 1082
2025
Q4 		$14.1K Sell
29
-23
-44% -$11.5K ﹤0.01% 1347
2025
Q3 		$27.5K Buy
+52
New +$30.4K ﹤0.01% 940

Other funds holding LII

TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 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
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Root Financial Partners's LII Position: Q2 2026 in Review

Root Financial Partners sold out of Lennox International (LII) in Q2 2026, closing a stake of 69 shares — an estimated $32K sold.

Root Financial Partners first reported a position in LII in Q3 2025 and held it in 3 quarters. The position peaked at $32K in Q1 2026. 210 funds tracked by Wall St. Rank hold LII as of Q2 2026.

  • Root Financial Partners reported no remaining Lennox International position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 69 Lennox International shares in Q2 2026, an estimated $32K.
  • Root Financial Partners first reported a position in Lennox International in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Lennox International position peaked at $32K in Q1 2026.
  • 210 funds tracked by Wall St. Rank held Lennox International as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.