Badgley Phelps Wealth Managers’s Lennar Class A LEN Stock Holding History

Badgley Phelps Wealth Managers’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 Q2	$5.71M	Buy	63,082 +3,708	+6%	+$332K	0.1%	129
2026 Q1	$5.16M	Buy	59,374 +13,749	+30%	+$1.49M	0.1%	131
2025 Q4	$4.69M	Sell	45,625 -18,606	-29%	-$2.25M	0.09%	137
2025 Q3	$8.1M	Buy	64,231 +1,435	+2%	+$178K	0.17%	114
2025 Q2	$6.95M	Buy	62,796 +3,530	+6%	+$382K	0.15%	118
2025 Q1	$6.8M	Buy	59,266 +9,466	+19%	+$1.18M	0.16%	118
2024 Q4	$6.57M	Sell	49,800 -1,327	-3%	-$216K	0.15%	115
2024 Q3	$9.28M	Buy	51,127 +3,294	+7%	+$552K	0.22%	109
2024 Q2	$6.94M	Buy	47,833 +8,918	+23%	+$1.36M	0.17%	110
2024 Q1	$6.48M	Buy	+38,915	New	+$5.85M	0.16%	112

Other funds holding LEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Badgley Phelps Wealth Managers's LEN Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its Lennar Class A (LEN) stake by 6.2% in Q2 2026, buying an estimated $332K and bringing the position to 63,082 shares worth $5.71M. The position accounts for 0.1% of the portfolio, ranked #129.

Badgley Phelps Wealth Managers first reported a position in LEN in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.28M in Q3 2024. 933 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Badgley Phelps Wealth Managers held 63,082 shares of Lennar Class A worth $5.71M as of Q2 2026.
Badgley Phelps Wealth Managers bought 3,708 Lennar Class A shares in Q2 2026, an estimated $332K.
Lennar Class A made up 0.1% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #129 holding.
Badgley Phelps Wealth Managers first reported a position in Lennar Class A in Q1 2024 and has held it in 10 quarters since.
Badgley Phelps Wealth Managers's Lennar Class A position peaked at $9.28M in Q3 2024.
933 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.