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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
Q2 		$406K Sell
709
-8
-1% -$4.07K ﹤0.01% 1229
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
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 $3.38T AUM 44.17% 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

United Capital Financial Advisors's LII Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Lennox International (LII) stake by 1.1% in Q2 2026, selling an estimated $4.07K and leaving 709 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

United Capital Financial Advisors first reported a position in LII in Q2 2016 and has held it in 14 quarters since. The position peaked at $7.37M in Q3 2019. 654 funds tracked by Wall St. Rank hold LII as of Q2 2026.

  • United Capital Financial Advisors held 709 shares of Lennox International worth $406K as of Q2 2026.
  • United Capital Financial Advisors sold 8 Lennox International shares in Q2 2026, an estimated $4.07K.
  • Lennox International made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1229 holding.
  • United Capital Financial Advisors first reported a position in Lennox International in Q2 2016 and has held it in 14 quarters since.
  • United Capital Financial Advisors's Lennox International position peaked at $7.37M in Q3 2019.
  • 654 funds tracked by Wall St. Rank held Lennox International as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.