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Twin Peaks Wealth Advisors’s Lennox International LII Stock Holding History

Twin Peaks Wealth Advisors’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 		$4.18K Buy
+9
New +$4.63K ﹤0.01% 1458
2025
Q3 		– Sell
-22
Closed -$13K – 1258
2025
Q2 		$13K Buy
+22
New +$12.3K ﹤0.01% 798

Other funds holding LII

BlackRock
BlackRock New York $5.72T 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 $618B AUM 30.34% 1-Year Est. Return

Twin Peaks Wealth Advisors's LII Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Lennox International (LII) in Q1 2026: 9 shares worth $4.18K. The stake represents ﹤0.01% of the portfolio and ranks #1458 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in LII as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in LII in Q2 2025 and has held it in 2 quarters since. The position peaked at $13K in Q2 2025. 627 funds tracked by Wall St. Rank hold LII as of Q1 2026.

  • Twin Peaks Wealth Advisors held 9 shares of Lennox International worth $4.18K as of Q1 2026.
  • Lennox International was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Lennox International made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1458 holding.
  • Twin Peaks Wealth Advisors first reported a position in Lennox International in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Lennox International position peaked at $13K in Q2 2025.
  • 627 funds tracked by Wall St. Rank held Lennox International as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.