United Capital Financial Advisors’s Lennox International LII Stock Holding History

United Capital Financial 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	$333K	Buy	717 +65	+10%	+$33.5K	﹤0.01%	1292
2025 Q4	$317K	Sell	652 -47	-7%	-$23.5K	﹤0.01%	1140
2025 Q3	$370K	Buy	+699	New	+$408K	﹤0.01%	955
2019 Q4	–	Sell	-30,332	Closed	-$7.37M	–	1402
2019 Q3	$7.37M	Buy	+30,332	New	+$7.82M	0.05%	329
2019 Q1	–	Sell	-18,124	Closed	-$3.97M	–	1378
2018 Q4	$3.97M	Buy	18,124 +1,788	+11%	+$378K	0.03%	419
2018 Q3	$3.57M	Buy	+16,336	New	+$3.56M	0.03%	494
2018 Q1	–	Sell	-6,592	Closed	-$1.37M	–	1334
2017 Q4	$1.37M	Buy	6,592 +1,009	+18%	+$197K	0.01%	709
2017 Q3	$999K	Buy	5,583 +852	+18%	+$147K	0.01%	776
2017 Q2	$869K	Buy	4,731 +673	+17%	+$117K	0.01%	801
2017 Q1	$679K	Buy	4,058 +418	+11%	+$67.6K	0.01%	843
2016 Q4	$558K	Sell	3,640 -383	-10%	-$58.5K	0.01%	908
2016 Q3	$632K	Sell	4,023 -2,617	-39%	-$407K	0.01%	896
2016 Q2	$950K	Buy	+6,640	New	+$913K	0.01%	748

Other funds holding LII

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

United Capital Financial Advisors's LII Position: Q1 2026 in Review

United Capital Financial Advisors increased its Lennox International (LII) stake by 10% in Q1 2026, buying an estimated $33.5K and bringing the position to 717 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

United Capital Financial Advisors first reported a position in LII in Q2 2016 and has held it in 13 quarters since. The position peaked at $7.37M in Q3 2019. 627 funds tracked by Wall St. Rank hold LII as of Q1 2026.

United Capital Financial Advisors held 717 shares of Lennox International worth $333K as of Q1 2026.
United Capital Financial Advisors bought 65 Lennox International shares in Q1 2026, an estimated $33.5K.
Lennox International made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1292 holding.
United Capital Financial Advisors first reported a position in Lennox International in Q2 2016 and has held it in 13 quarters since.
United Capital Financial Advisors's Lennox International position peaked at $7.37M in Q3 2019.
627 funds tracked by Wall St. Rank held Lennox International as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.