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Axxcess Wealth Management’s Lennar Class A LEN Stock Holding History

Axxcess Wealth Management’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
Q1 		– Sell
-2,021
Closed -$267K – 907
2024
Q4 		$267K Sell
2,021
-909
-31% -$148K 0.01% 708
2024
Q3 		$532K Buy
+2,930
New +$491K 0.01% 536
2024
Q2 		– Sell
-1,327
Closed -$221K – 909
2024
Q1 		$221K Buy
+1,327
New +$199K 0.01% 782

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
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 $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Axxcess Wealth Management's LEN Position: Q1 2025 in Review

Axxcess Wealth Management sold out of Lennar Class A (LEN) in Q1 2025, closing a stake of 2,021 shares — an estimated $267K sold.

Axxcess Wealth Management first reported a position in LEN in Q1 2024 and held it in 3 quarters. The position peaked at $532K in Q3 2024. 966 funds tracked by Wall St. Rank hold LEN as of Q1 2025.

  • Axxcess Wealth Management reported no remaining Lennar Class A position as of Q1 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,021 Lennar Class A shares in Q1 2025, an estimated $267K.
  • Axxcess Wealth Management first reported a position in Lennar Class A in Q1 2024 and held it in 3 quarters.
  • Axxcess Wealth Management's Lennar Class A position peaked at $532K in Q3 2024.
  • 966 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.