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Waverly Advisors’s Lennox International LII Stock Holding History

Waverly 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 		$583K Buy
1,018
+12
+1% +$6.11K ﹤0.01% 1102
2026
Q1 		$467K Sell
1,006
-40
-4% -$20.6K ﹤0.01% 1117
2025
Q4 		$508K Sell
1,046
-61
-6% -$30.6K ﹤0.01% 1007
2025
Q3 		$586K Sell
1,107
-68
-6% -$39.7K 0.01% 799
2025
Q2 		$674K Sell
1,175
-104
-8% -$58.2K 0.01% 729
2025
Q1 		$717K Sell
1,279
-53
-4% -$32.1K 0.01% 681
2024
Q4 		$812K Buy
+1,332
New +$833K 0.01% 567

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

Waverly Advisors's LII Position: Q2 2026 in Review

Waverly Advisors increased its Lennox International (LII) stake by 1.2% in Q2 2026, buying an estimated $6.11K and bringing the position to 1,018 shares worth $583K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

Waverly Advisors first reported a position in LII in Q4 2024 and has held it in 7 quarters since. The position peaked at $812K in Q4 2024. 651 funds tracked by Wall St. Rank hold LII as of Q2 2026.

  • Waverly Advisors held 1,018 shares of Lennox International worth $583K as of Q2 2026.
  • Waverly Advisors bought 12 Lennox International shares in Q2 2026, an estimated $6.11K.
  • Lennox International made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1102 holding.
  • Waverly Advisors first reported a position in Lennox International in Q4 2024 and has held it in 7 quarters since.
  • Waverly Advisors's Lennox International position peaked at $812K in Q4 2024.
  • 651 funds tracked by Wall St. Rank held Lennox International as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.