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Wealthspire Advisors (New York)’s Lennox International LII Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-69
Closed -$36.5K – 2071
2025
Q3 		$36.5K Buy
+69
New +$40.3K ﹤0.01% 1363

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State Street
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Morgan Stanley
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wealthspire Advisors (New York)'s LII Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Lennox International (LII) in Q4 2025, closing a stake of 69 shares — an estimated $36.5K sold.

Wealthspire Advisors (New York) first reported a position in LII in Q3 2025 and held it in 1 quarter. The position peaked at $36.5K in Q3 2025. 652 funds tracked by Wall St. Rank hold LII as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Lennox International position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 69 Lennox International shares in Q4 2025, an estimated $36.5K.
  • Wealthspire Advisors (New York) first reported a position in Lennox International in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Lennox International position peaked at $36.5K in Q3 2025.
  • 652 funds tracked by Wall St. Rank held Lennox International as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.