Avantax Advisory Services’s Lennar Class A LEN Stock Holding History

Avantax Advisory Services’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	$1.09M	Buy	9,895 +4,550	+85%	+$493K	0.01%	1114
2025 Q1	$614K	Buy	5,345 +85	+2%	+$10.6K	﹤0.01%	1378
2024 Q4	$694K	Buy	5,260 +245	+5%	+$39.8K	﹤0.01%	1242
2024 Q3	$910K	Sell	5,015 -2,890	-37%	-$484K	0.01%	1085
2024 Q2	$1.15M	Buy	7,905 +6,174	+357%	+$939K	0.01%	909
2024 Q1	$288K	Sell	1,731 -1,210	-41%	-$182K	﹤0.01%	1319
2023 Q4	$424K	Sell	2,941 -2,030	-41%	-$244K	﹤0.01%	1066
2023 Q3	$540K	Sell	4,971 -17	-0.3%	-$1.99K	0.01%	911
2023 Q2	$605K	Sell	4,988 -170	-3%	-$18.6K	0.01%	873
2023 Q1	$525K	Buy	5,158 +72	+1%	+$6.95K	0.01%	891
2022 Q4	$446K	Buy	+5,086	New	+$412K	0.01%	917
2022 Q3	–	Sell	-3,938	Closed	-$269K	–	1365
2022 Q2	$269K	Sell	3,938 -1,168	-23%	-$85.6K	﹤0.01%	1058
2022 Q1	$403K	Sell	5,106 -149	-3%	-$13.4K	0.01%	873
2021 Q4	$591K	Sell	5,255 -462	-8%	-$47.2K	0.01%	704
2021 Q3	$518K	Buy	5,717 +1,082	+23%	+$107K	0.01%	714
2021 Q2	$446K	Buy	4,635 +594	+15%	+$57.4K	0.01%	746
2021 Q1	$396K	Sell	4,041 -240	-6%	-$20.2K	0.01%	692
2020 Q4	$315K	Buy	+4,281	New	+$321K	0.01%	702

Other funds holding LEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avantax Advisory Services's LEN Position: Q2 2025 in Review

Avantax Advisory Services increased its Lennar Class A (LEN) stake by 85% in Q2 2025, buying an estimated $493K and bringing the position to 9,895 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #1114.

Avantax Advisory Services first reported a position in LEN in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.15M in Q2 2024. 940 funds tracked by Wall St. Rank hold LEN as of Q2 2025.

Avantax Advisory Services held 9,895 shares of Lennar Class A worth $1.09M as of Q2 2025.
Avantax Advisory Services bought 4,550 Lennar Class A shares in Q2 2025, an estimated $493K.
Lennar Class A made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1114 holding.
Avantax Advisory Services first reported a position in Lennar Class A in Q4 2020 and has held it in 18 quarters since.
Avantax Advisory Services's Lennar Class A position peaked at $1.15M in Q2 2024.
940 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.