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 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

Other funds holding LII

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Sagespring Wealth Partners's LII Position: Q2 2026 in Review

Sagespring Wealth Partners opened a new position in Lennox International (LII) in Q2 2026: 404 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #779 among its holdings. This is a return to the name: Sagespring Wealth Partners previously reported a position in LII as recently as Q4 2025.

Sagespring Wealth Partners first reported a position in LII in Q4 2024 and has held it in 6 quarters since. The position peaked at $343K in Q4 2024. 654 funds tracked by Wall St. Rank hold LII as of Q2 2026.

Sagespring Wealth Partners held 404 shares of Lennox International worth $232K as of Q2 2026.
Lennox International was a new Sagespring Wealth Partners position in Q2 2026.
Lennox International made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #779 holding.
Sagespring Wealth Partners first reported a position in Lennox International in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Lennox International position peaked at $343K in Q4 2024.
654 funds tracked by Wall St. Rank held Lennox International as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.