Avion Wealth’s Lennar Class A LEN Stock Holding History

Avion Wealth’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 Q1	$1K	Sell	22 -20	-48%	-$2.16K	﹤0.01%	1077
2025 Q4	$4K	Sell	42 -14	-25%	-$1.69K	﹤0.01%	709
2025 Q3	$7K	Sell	56 -3	-5%	-$372	﹤0.01%	575
2025 Q2	$6K	Buy	59 +22	+59%	+$2.38K	﹤0.01%	586
2025 Q1	$5K	Sell	37 -1	-3%	-$125	﹤0.01%	548
2024 Q4	$5K	Sell	38 -11	-22%	-$1.79K	﹤0.01%	546
2024 Q3	$8K	Hold	49	–	–	﹤0.01%	416
2024 Q2	$7K	Buy	49 +13	+36%	+$1.98K	﹤0.01%	405
2024 Q1	$7K	Buy	36 +5	+16%	+$751	﹤0.01%	391
2023 Q4	$4K	Buy	31 +23	+288%	+$2.77K	﹤0.01%	436
2023 Q3	$0	Buy	8 +4	+100%	+$469	﹤0.01%	1030
2023 Q2	$0	Buy	+4	New	+$437	﹤0.01%	908
2023 Q1	–	Sell	-103	Closed	-$7K	–	677
2022 Q4	$7K	Hold	103	–	–	﹤0.01%	289
2022 Q3	$7K	Hold	103	–	–	﹤0.01%	296
2022 Q2	$7K	Hold	103	–	–	﹤0.01%	293
2022 Q1	$8K	Buy	+103	New	+$9.28K	﹤0.01%	253

Other funds holding LEN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Eagle Capital Management (New York)

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

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

Berkshire Hathaway

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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