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

Accurate 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 Q2	$1.15M	Buy	13,662 +2,169	+19%	+$194K	0.11%	204
2026 Q1	$1.02M	Buy	11,493 +2,349	+26%	+$254K	0.12%	187
2025 Q4	$1.09M	Buy	9,144 +1,870	+26%	+$226K	0.14%	167
2025 Q3	$889K	Buy	7,274 +665	+10%	+$82.5K	0.12%	187
2025 Q2	$770K	Buy	6,609 +179	+3%	+$19.4K	0.12%	187
2025 Q1	$677K	Buy	6,430 +1,465	+30%	+$183K	0.13%	161
2024 Q4	$623K	Buy	4,965 +2,216	+81%	+$360K	0.12%	176
2024 Q3	$492K	Buy	2,749 +1,318	+92%	+$221K	0.1%	198
2024 Q2	$220K	Buy	+1,431	New	+$218K	0.05%	304
2023 Q1	–	Sell	-124	Closed	-$11.6K	–	898
2022 Q4	$11.6K	Buy	+124	New	+$10K	﹤0.01%	821

Other funds holding LEN

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

AMAL

Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Accurate Wealth Management's LEN Position: Q2 2026 in Review

Accurate Wealth Management increased its Lennar Class A (LEN) stake by 19% in Q2 2026, buying an estimated $194K and bringing the position to 13,662 shares worth $1.15M. The position accounts for 0.11% of the portfolio, ranked #204.

Accurate Wealth Management first reported a position in LEN in Q4 2022 and has held it in 10 quarters since. 259 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Accurate Wealth Management held 13,662 shares of Lennar Class A worth $1.15M as of Q2 2026.
Accurate Wealth Management bought 2,169 Lennar Class A shares in Q2 2026, an estimated $194K.
Lennar Class A made up 0.11% of Accurate Wealth Management's portfolio in Q2 2026, its #204 holding.
Accurate Wealth Management first reported a position in Lennar Class A in Q4 2022 and has held it in 10 quarters since.
259 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.