Apella Capital’s Lennar Class A LEN Stock Holding History

Apella Capital’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	$212K	Buy	2,443 +47	+2%	+$4.2K	﹤0.01%	657
2026 Q1	$222K	Buy	+2,396	New	+$259K	﹤0.01%	624
2025 Q4	–	Sell	-1,691	Closed	-$208K	–	536
2025 Q3	$208K	Buy	+1,691	New	+$210K	﹤0.01%	449

Other funds holding LEN

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 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

MIM

Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Apella Capital's LEN Position: Q2 2026 in Review

Apella Capital increased its Lennar Class A (LEN) stake by 2% in Q2 2026, buying an estimated $4.2K and bringing the position to 2,443 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Apella Capital first reported a position in LEN in Q3 2025 and has held it in 3 quarters since. The position peaked at $222K in Q1 2026. 118 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Apella Capital held 2,443 shares of Lennar Class A worth $212K as of Q2 2026.
Apella Capital bought 47 Lennar Class A shares in Q2 2026, an estimated $4.2K.
Lennar Class A made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #657 holding.
Apella Capital first reported a position in Lennar Class A in Q3 2025 and has held it in 3 quarters since.
Apella Capital's Lennar Class A position peaked at $222K in Q1 2026.
118 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.