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

Activest 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 		$7.67K Sell
94
-108
-53% -$9.07K ﹤0.01% 638
2026
Q2 		$18.3K Buy
202
+173
+597% +$15.5K ﹤0.01% 463
2026
Q1 		$2.52K Buy
29
+20
+222% +$2.16K ﹤0.01% 922
2025
Q4 		$925 Buy
9
+2
+29% +$242 ﹤0.01% 951
2025
Q3 		$882 Buy
+7
New +$869 ﹤0.01% 887
2025
Q2 		– Sell
-20
Closed -$2.17K – 1125
2025
Q1 		$2.3K Sell
20
-22
-52% -$2.75K ﹤0.01% 639
2024
Q4 		$5.55K Sell
42
-41
-49% -$6.66K ﹤0.01% 365
2024
Q3 		$14.9K Buy
+83
New +$13.9K ﹤0.01% 282
2024
Q2 		– Sell
-1
Closed -$152 – 542
2024
Q1 		$103 Hold
1
– – ﹤0.01% 359
2023
Q4 		$89 Buy
+1
New +$120 ﹤0.01% 316
2022
Q3 		– Sell
-56
Closed -$4K – 546
2022
Q2 		$4K Buy
+56
New +$4.1K ﹤0.01% 274

Other funds holding LEN

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Activest Wealth Management reduced its Lennar Class A (LEN) stake by 53% in Q3 2026, selling an estimated $9.07K and leaving 94 shares worth $7.67K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Activest Wealth Management first reported a position in LEN in Q2 2022 and has held it in 11 quarters since. The position peaked at $18.3K in Q2 2026. 395 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

  • Activest Wealth Management held 94 shares of Lennar Class A worth $7.67K as of Q3 2026.
  • Activest Wealth Management sold 108 Lennar Class A shares in Q3 2026, an estimated $9.07K.
  • Lennar Class A made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #638 holding.
  • Activest Wealth Management first reported a position in Lennar Class A in Q2 2022 and has held it in 11 quarters since.
  • Activest Wealth Management's Lennar Class A position peaked at $18.3K in Q2 2026.
  • 395 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.