TWD
LII icon

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
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 		$3.37K Sell
6
-2
-25% -$1.21K ﹤0.01% 811
2024
Q4 		$4.88K Hold
8
– – ﹤0.01% 538
2024
Q3 		$4.83K 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

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return