Root Financial Partners
LII icon

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
Q3 		$17.4K Buy
+49
New +$21.6K ﹤0.01% 1624
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

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BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's LII Position: Q3 2026 in Review

Root Financial Partners opened a new position in Lennox International (LII) in Q3 2026: 49 shares worth $17.4K. The stake represents ﹤0.01% of the portfolio and ranks #1624 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LII as recently as Q1 2026.

Root Financial Partners first reported a position in LII in Q3 2025 and has held it in 4 quarters since. The position peaked at $32K in Q1 2026. 514 funds tracked by Wall St. Rank hold LII as of Q3 2026.

  • Root Financial Partners held 49 shares of Lennox International worth $17.4K as of Q3 2026.
  • Lennox International was a new Root Financial Partners position in Q3 2026.
  • Lennox International made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1624 holding.
  • Root Financial Partners first reported a position in Lennox International in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Lennox International position peaked at $32K in Q1 2026.
  • 514 funds tracked by Wall St. Rank held Lennox International as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.