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Whipplewood Advisors’s Lennox International LII Stock Holding History

Whipplewood 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 		– Sell
-1
Closed -$464 – 881
2026
Q1 		$464 Buy
+1
New +$515 ﹤0.01% 985
2025
Q3 		– Sell
-8
Closed -$4.59K – 787
2025
Q2 		$4.59K Buy
8
+2
+33% +$1.12K ﹤0.01% 714
2025
Q1 		$2.24K Buy
+6
New +$3.63K ﹤0.01% 866

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

Whipplewood Advisors's LII Position: Q2 2026 in Review

Whipplewood Advisors sold out of Lennox International (LII) in Q2 2026, closing a stake of 1 share — an estimated $464 sold.

Whipplewood Advisors first reported a position in LII in Q1 2025 and held it in 3 quarters. The position peaked at $4.59K in Q2 2025. 652 funds tracked by Wall St. Rank hold LII as of Q2 2026.

  • Whipplewood Advisors reported no remaining Lennox International position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 1 Lennox International share in Q2 2026, an estimated $464.
  • Whipplewood Advisors first reported a position in Lennox International in Q1 2025 and held it in 3 quarters.
  • Whipplewood Advisors's Lennox International position peaked at $4.59K in Q2 2025.
  • 652 funds tracked by Wall St. Rank held Lennox International as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.