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Atria Wealth Solutions’s Lennar Class A LEN Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-3,906
Closed -$448K – 1725
2025
Q1 		$448K Buy
3,906
+104
+3% +$13K 0.01% 1253
2024
Q4 		$502K Sell
3,802
-612
-14% -$99.5K 0.01% 1280
2024
Q3 		$801K Buy
4,414
+476
+12% +$79.7K 0.01% 1006
2024
Q2 		$571K Hold
3,938
– – 0.01% 1172
2024
Q1 		$656K Buy
3,938
+112
+3% +$16.8K 0.01% 1119
2023
Q4 		$552K Buy
3,826
+387
+11% +$46.6K 0.01% 1159
2023
Q3 		$374K Buy
+3,439
New +$403K 0.01% 1280
2022
Q2 		– Sell
-4,049
Closed -$318K – 1780
2022
Q1 		$318K Buy
+4,049
New +$365K 0.01% 1285

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atria Wealth Solutions's LEN Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Lennar Class A (LEN) in Q2 2025, closing a stake of 3,906 shares — an estimated $448K sold.

Atria Wealth Solutions first reported a position in LEN in Q1 2022 and held it in 8 quarters. The position peaked at $801K in Q3 2024. 940 funds tracked by Wall St. Rank hold LEN as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Lennar Class A position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,906 Lennar Class A shares in Q2 2025, an estimated $448K.
  • Atria Wealth Solutions first reported a position in Lennar Class A in Q1 2022 and held it in 8 quarters.
  • Atria Wealth Solutions's Lennar Class A position peaked at $801K in Q3 2024.
  • 940 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.