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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
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 		$3.37K 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 $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

True Wealth Design's LII Position: Q2 2026 in Review

True Wealth Design increased its Lennox International (LII) stake by 1,750% in Q2 2026, buying an estimated $17.8K and bringing the position to 37 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #786.

True Wealth Design first reported a position in LII in Q4 2022 and has held it in 15 quarters since. 652 funds tracked by Wall St. Rank hold LII as of Q2 2026.

  • True Wealth Design held 37 shares of Lennox International worth $21.2K as of Q2 2026.
  • True Wealth Design bought 35 Lennox International shares in Q2 2026, an estimated $17.8K.
  • Lennox International made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #786 holding.
  • True Wealth Design first reported a position in Lennox International in Q4 2022 and has held it in 15 quarters since.
  • 652 funds tracked by Wall St. Rank held Lennox International as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.