Wealth Alliance
LII icon

Wealth Alliance’s Lennox International LII Stock Holding History

Wealth Alliance’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
Q3 		– Sell
-576
Closed -$330K – 598
2026
Q2 		$330K Buy
576
+22
+4% +$11.2K 0.03% 433
2026
Q1 		$257K Buy
554
+34
+7% +$17.5K 0.03% 473
2025
Q4 		$253K Buy
520
+13
+3% +$6.51K 0.02% 478
2025
Q3 		$268K Sell
507
-77
-13% -$45K 0.03% 453
2025
Q2 		$335K Sell
584
-222
-28% -$124K 0.04% 379
2025
Q1 		$452K Buy
806
+3
+0.4% +$1.82K 0.05% 297
2024
Q4 		$489K Sell
803
-19
-2% -$11.9K 0.06% 263
2024
Q3 		$497K Buy
822
+40
+5% +$22.8K 0.06% 266
2024
Q2 		$418K Buy
782
+5
+0.6% +$2.46K 0.05% 288
2024
Q1 		$380K Sell
777
-15
-2% -$6.82K 0.05% 335
2023
Q4 		$354K Buy
792
+8
+1% +$3.19K 0.05% 332
2023
Q3 		$294K Sell
784
-45
-5% -$16.2K 0.05% 357
2023
Q2 		$270K Sell
829
-35
-4% -$9.9K 0.04% 406
2023
Q1 		$217K Sell
864
-156
-15% -$39.4K 0.04% 461
2022
Q4 		$244K Buy
1,020
+8
+0.8% +$1.96K 0.04% 404
2022
Q3 		$225K Buy
+1,012
New +$241K 0.04% 396
2022
Q2 		– Sell
-843
Closed -$217K – 473
2022
Q1 		$217K Buy
843
+180
+27% +$49.4K 0.04% 409
2021
Q4 		$215K Sell
663
-67
-9% -$20.9K 0.04% 413
2021
Q3 		$215K Sell
730
-96
-12% -$31.4K 0.05% 393
2021
Q2 		$290K Sell
826
-5
-0.6% -$1.69K 0.07% 330
2021
Q1 		$259K Sell
831
-49
-6% -$14.2K 0.07% 330
2020
Q4 		$241K Sell
880
-50
-5% -$14.2K 0.07% 325
2020
Q3 		$254K Sell
930
-2
-0.2% -$534 0.09% 269
2020
Q2 		$217K Buy
+932
New +$188K 0.09% 275

Other funds holding LII

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wealth Alliance's LII Position: Q3 2026 in Review

Wealth Alliance sold out of Lennox International (LII) in Q3 2026, closing a stake of 576 shares — an estimated $330K sold.

Wealth Alliance first reported a position in LII in Q2 2020 and held it in 24 quarters. The position peaked at $497K in Q3 2024. 514 funds tracked by Wall St. Rank hold LII as of Q3 2026.

  • Wealth Alliance reported no remaining Lennox International position as of Q3 2026 after selling out during the quarter.
  • Wealth Alliance sold 576 Lennox International shares in Q3 2026, an estimated $330K.
  • Wealth Alliance first reported a position in Lennox International in Q2 2020 and held it in 24 quarters.
  • Wealth Alliance's Lennox International position peaked at $497K in Q3 2024.
  • 514 funds tracked by Wall St. Rank held Lennox International as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.