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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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return