Abound Wealth Management
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Abound Wealth Management’s Lennar Class A LEN Stock Holding History

Abound Wealth Management’s Portfolio LEN Stock Details LEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-7
Closed -$634 – 1494
2026
Q2 		$634 Sell
7
-22
-76% -$1.97K ﹤0.01% 905
2026
Q1 		$2.52K Sell
29
-32
-52% -$3.46K ﹤0.01% 870
2025
Q4 		$6.31K Hold
61
– – ﹤0.01% 614
2025
Q3 		$7.73K Buy
61
+3
+5% +$372 ﹤0.01% 548
2025
Q2 		$6.38K Sell
58
-4
-6% -$433 ﹤0.01% 524
2025
Q1 		$7.08K Sell
62
-2
-3% -$250 ﹤0.01% 469
2024
Q4 		$8.41K Sell
64
-19
-23% -$3.09K ﹤0.01% 422
2024
Q3 		$14.9K Buy
83
+34
+69% +$5.7K 0.01% 350
2024
Q2 		$7K Sell
49
-8
-14% -$1.22K ﹤0.01% 429
2024
Q1 		$9.43K Buy
57
+3
+6% +$451 ﹤0.01% 389
2023
Q4 		$7.76K Sell
54
-5
-8% -$602 ﹤0.01% 418
2023
Q3 		$6.4K Buy
59
+5
+9% +$587 ﹤0.01% 412
2023
Q2 		$6.52K Buy
54
+13
+32% +$1.42K ﹤0.01% 428
2023
Q1 		$4.21K Buy
41
+20
+95% +$1.93K ﹤0.01% 449
2022
Q4 		$1.81K Sell
21
-82
-80% -$6.64K ﹤0.01% 553
2022
Q3 		$7.46K Buy
+103
New +$8K ﹤0.01% 314

Other funds holding LEN

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Abound Wealth Management's LEN Position: Q3 2026 in Review

Abound Wealth Management sold out of Lennar Class A (LEN) in Q3 2026, closing a stake of 7 shares — an estimated $634 sold.

Abound Wealth Management first reported a position in LEN in Q3 2022 and held it in 16 quarters. The position peaked at $14.9K in Q3 2024. 256 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

  • Abound Wealth Management reported no remaining Lennar Class A position as of Q3 2026 after selling out during the quarter.
  • Abound Wealth Management sold 7 Lennar Class A shares in Q3 2026, an estimated $634.
  • Abound Wealth Management first reported a position in Lennar Class A in Q3 2022 and held it in 16 quarters.
  • Abound Wealth Management's Lennar Class A position peaked at $14.9K in Q3 2024.
  • 256 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.