VWA
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Valued Wealth Advisors’s Lennox International LII Stock Holding History

Valued 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
Q2 		$3.45K Buy
6
+1
+20% +$509 ﹤0.01% 548
2026
Q1 		$2.33K Buy
+5
New +$2.58K ﹤0.01% 540

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

Valued Wealth Advisors's LII Position: Q2 2026 in Review

Valued Wealth Advisors increased its Lennox International (LII) stake by 20% in Q2 2026, buying an estimated $509 and bringing the position to 6 shares worth $3.45K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Valued Wealth Advisors first reported a position in LII in Q1 2026 and has held it in 2 quarters since. 654 funds tracked by Wall St. Rank hold LII as of Q2 2026.

  • Valued Wealth Advisors held 6 shares of Lennox International worth $3.45K as of Q2 2026.
  • Valued Wealth Advisors bought 1 Lennox International share in Q2 2026, an estimated $509.
  • Lennox International made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #548 holding.
  • Valued Wealth Advisors first reported a position in Lennox International in Q1 2026 and has held it in 2 quarters since.
  • 654 funds tracked by Wall St. Rank held Lennox International as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.