True Wealth Design’s Lennox International LII Stock Holding History

True Wealth Design’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	$40.1K	Buy	113 +76	+205%	+$33.5K	0.01%	586
2026 Q2	$21.2K	Buy	37 +35	+1,750%	+$17.8K	0.01%	786
2026 Q1	$929	Hold	2	–	–	﹤0.01%	1824
2025 Q4	$972	Sell	2 -3	-60%	-$1.5K	﹤0.01%	1716
2025 Q3	$2.65K	Buy	5 +1	+25%	+$584	﹤0.01%	1366
2025 Q2	$2.29K	Sell	4 -2	-33%	-$1.12K	﹤0.01%	1126
2025 Q1	$3.36K	Sell	6 -2	-25%	-$1.21K	﹤0.01%	811
2024 Q4	$4.88K	Hold	8	–	–	﹤0.01%	538
2024 Q3	$4.84K	Buy	8 +5	+167%	+$2.85K	﹤0.01%	558
2024 Q2	$1.6K	Buy	3 +1	+50%	+$492	﹤0.01%	396
2024 Q1	$978	Buy	2 +1	+100%	+$455	﹤0.01%	471
2023 Q4	$448	Hold	1	–	–	﹤0.01%	494
2023 Q3	$375	Hold	1	–	–	﹤0.01%	497
2023 Q2	$327	Hold	1	–	–	﹤0.01%	563
2023 Q1	$252	Hold	1	–	–	﹤0.01%	686
2022 Q4	$239	Buy	+1	New	+$245	﹤0.01%	635

Other funds holding LII

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

HCM

Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

True Wealth Design's LII Position: Q3 2026 in Review

True Wealth Design increased its Lennox International (LII) stake by 205% in Q3 2026, buying an estimated $33.5K and bringing the position to 113 shares worth $40.1K. The position accounts for 0.01% of the portfolio, ranked #586.

True Wealth Design first reported a position in LII in Q4 2022 and has held it in 16 quarters since. 72 funds tracked by Wall St. Rank hold LII as of Q3 2026.

True Wealth Design held 113 shares of Lennox International worth $40.1K as of Q3 2026.
True Wealth Design bought 76 Lennox International shares in Q3 2026, an estimated $33.5K.
Lennox International made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #586 holding.
True Wealth Design first reported a position in Lennox International in Q4 2022 and has held it in 16 quarters since.
72 funds tracked by Wall St. Rank held Lennox International as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.