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Sagespring Wealth Partners’s Lennox International LII Stock Holding History

Sagespring Wealth 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
Q1 		– Sell
-422
Closed -$205K – 826
2025
Q4 		$205K Sell
422
-52
-11% -$26K ﹤0.01% 760
2025
Q3 		$251K Sell
474
-4
-0.8% -$2.34K ﹤0.01% 663
2025
Q2 		$274K Sell
478
-89
-16% -$49.8K 0.01% 606
2025
Q1 		$318K Buy
567
+4
+0.7% +$2.42K 0.01% 498
2024
Q4 		$343K Buy
+563
New +$352K 0.01% 437

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Morgan Stanley
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Kayne Anderson Rudnick Investment Management
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Sagespring Wealth Partners's LII Position: Q1 2026 in Review

Sagespring Wealth Partners sold out of Lennox International (LII) in Q1 2026, closing a stake of 422 shares — an estimated $205K sold.

Sagespring Wealth Partners first reported a position in LII in Q4 2024 and held it in 5 quarters. The position peaked at $343K in Q4 2024. 627 funds tracked by Wall St. Rank hold LII as of Q1 2026.

  • Sagespring Wealth Partners reported no remaining Lennox International position as of Q1 2026 after selling out during the quarter.
  • Sagespring Wealth Partners sold 422 Lennox International shares in Q1 2026, an estimated $205K.
  • Sagespring Wealth Partners first reported a position in Lennox International in Q4 2024 and held it in 5 quarters.
  • Sagespring Wealth Partners's Lennox International position peaked at $343K in Q4 2024.
  • 627 funds tracked by Wall St. Rank held Lennox International as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.