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Simplicity Wealth’s Lennox International LII Stock Holding History

Simplicity Wealth’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 		$254K Buy
+444
New +$226K 0.01% 900
2024
Q3 		– Sell
-2,584
Closed -$1.38M – 895
2024
Q2 		$1.38M Buy
2,584
+29
+1% +$14.3K 0.03% 434
2024
Q1 		$1.25M Buy
+2,555
New +$1.16M 0.03% 460

Other funds holding LII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Simplicity Wealth's LII Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Lennox International (LII) in Q2 2026: 444 shares worth $254K. The stake represents 0.01% of the portfolio and ranks #900 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in LII as recently as Q2 2024.

Simplicity Wealth first reported a position in LII in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.38M in Q2 2024. 653 funds tracked by Wall St. Rank hold LII as of Q2 2026.

  • Simplicity Wealth held 444 shares of Lennox International worth $254K as of Q2 2026.
  • Lennox International was a new Simplicity Wealth position in Q2 2026.
  • Lennox International made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #900 holding.
  • Simplicity Wealth first reported a position in Lennox International in Q1 2024 and has held it in 3 quarters since.
  • Simplicity Wealth's Lennox International position peaked at $1.38M in Q2 2024.
  • 653 funds tracked by Wall St. Rank held Lennox International as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.