Baird Financial Group
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Baird Financial Group’s Lennar Class A LEN Stock Holding History

Baird Financial Group’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 		$1.23M Sell
14,118
-1,710
-11% -$185K ﹤0.01% 1211
2025
Q4 		$1.63M Sell
15,828
-4,262
-21% -$515K ﹤0.01% 1104
2025
Q3 		$2.53M Sell
20,090
-417
-2% -$51.8K ﹤0.01% 970
2025
Q2 		$2.27M Sell
20,507
-2,397
-10% -$260K ﹤0.01% 978
2025
Q1 		$2.63M Sell
22,904
-19,819
-46% -$2.48M 0.01% 887
2024
Q4 		$5.64M Buy
42,723
+3,182
+8% +$517K 0.01% 645
2024
Q3 		$7.18M Buy
39,541
+15,222
+63% +$2.55M 0.01% 589
2024
Q2 		$3.53M Buy
24,319
+2,095
+9% +$319K 0.01% 775
2024
Q1 		$3.7M Buy
22,224
+2,778
+14% +$418K 0.01% 759
2023
Q4 		$2.81M Buy
19,446
+3,177
+20% +$383K 0.01% 836
2023
Q3 		$1.77M Buy
16,269
+1,546
+11% +$181K ﹤0.01% 944
2023
Q2 		$1.79M Buy
14,723
+3,296
+29% +$360K ﹤0.01% 945
2023
Q1 		$1.16M Buy
11,427
+3,345
+41% +$323K ﹤0.01% 1057
2022
Q4 		$708K Sell
8,082
-4,434
-35% -$359K ﹤0.01% 1166
2022
Q3 		$903K Sell
12,516
-3,544
-22% -$275K ﹤0.01% 1093
2022
Q2 		$1.1M Sell
16,060
-994
-6% -$72.8K ﹤0.01% 1047
2022
Q1 		$1.34M Sell
17,054
-4,244
-20% -$382K ﹤0.01% 1030
2021
Q4 		$2.4M Buy
21,298
+9,037
+74% +$924K 0.01% 864
2021
Q3 		$1.11M Buy
12,261
+3,836
+46% +$380K ﹤0.01% 1163
2021
Q2 		$810K Buy
8,425
+412
+5% +$39.8K ﹤0.01% 1260
2021
Q1 		$785K Buy
8,013
+458
+6% +$38.5K ﹤0.01% 1222
2020
Q4 		$558K Buy
7,555
+3,561
+89% +$267K ﹤0.01% 1202
2020
Q3 		$316K Buy
+3,994
New +$284K ﹤0.01% 1288

Other funds holding LEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
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
GA
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
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

Baird Financial Group's LEN Position: Q1 2026 in Review

Baird Financial Group reduced its Lennar Class A (LEN) stake by 11% in Q1 2026, selling an estimated $185K and leaving 14,118 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Baird Financial Group first reported a position in LEN in Q3 2020 and has held it in 23 quarters since. The position peaked at $7.18M in Q3 2024. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Baird Financial Group held 14,118 shares of Lennar Class A worth $1.23M as of Q1 2026.
  • Baird Financial Group sold 1,710 Lennar Class A shares in Q1 2026, an estimated $185K.
  • Lennar Class A made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1211 holding.
  • Baird Financial Group first reported a position in Lennar Class A in Q3 2020 and has held it in 23 quarters since.
  • Baird Financial Group's Lennar Class A position peaked at $7.18M in Q3 2024.
  • 932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.