Sagespring Wealth Partners
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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
Q3 		– Sell
-404
Closed -$232K – 911
2026
Q2 		$232K Buy
+404
New +$206K ﹤0.01% 779
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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True North Advisors
True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sagespring Wealth Partners's LII Position: Q3 2026 in Review

Sagespring Wealth Partners sold out of Lennox International (LII) in Q3 2026, closing a stake of 404 shares — an estimated $232K sold.

Sagespring Wealth Partners first reported a position in LII in Q4 2024 and held it in 6 quarters. The position peaked at $343K in Q4 2024. 281 funds tracked by Wall St. Rank hold LII as of Q3 2026.

  • Sagespring Wealth Partners reported no remaining Lennox International position as of Q3 2026 after selling out during the quarter.
  • Sagespring Wealth Partners sold 404 Lennox International shares in Q3 2026, an estimated $232K.
  • Sagespring Wealth Partners first reported a position in Lennox International in Q4 2024 and held it in 6 quarters.
  • Sagespring Wealth Partners's Lennox International position peaked at $343K in Q4 2024.
  • 281 funds tracked by Wall St. Rank held Lennox International as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.