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Baker Tilly Wealth Management’s Lennar Class A LEN Stock Holding History

Baker Tilly 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
Q4 		– Sell
-1,594
Closed -$201K – 290
2025
Q3 		$201K Buy
+1,594
New +$198K 0.05% 270
2024
Q4 		– Sell
-1,262
Closed -$229K – 246
2024
Q3 		$229K Buy
+1,262
New +$211K 0.1% 216
2024
Q2 		– Sell
-4,205
Closed -$700K – 355
2024
Q1 		$700K Buy
4,205
+3
+0.1% +$451 0.13% 174
2023
Q4 		$606K Sell
4,202
-551
-12% -$66.4K 0.1% 228
2023
Q3 		$516K Sell
4,753
-7,134
-60% -$837K 0.09% 251
2023
Q2 		$1.44M Sell
11,887
-778
-6% -$84.9K 0.15% 145
2023
Q1 		$1.29M Sell
12,665
-1,672
-12% -$161K 0.14% 157
2022
Q4 		$1.26M Buy
14,337
+1,001
+8% +$81.1K 0.15% 156
2022
Q3 		$962K Sell
13,336
-535
-4% -$41.6K 0.13% 172
2022
Q2 		$948K Buy
13,871
+178
+1% +$13K 0.12% 178
2022
Q1 		$1.08M Buy
13,693
+1,210
+10% +$109K 0.12% 184
2021
Q4 		$1.4M Buy
12,483
+582
+5% +$59.5K 0.15% 140
2021
Q3 		$1.08M Buy
11,901
+348
+3% +$34.4K 0.14% 151
2021
Q2 		$1.11M Buy
11,553
+137
+1% +$13.2K 0.18% 127
2021
Q1 		$1.12M Buy
11,416
+7,667
+205% +$645K 0.23% 102
2020
Q4 		$277K Buy
+3,749
New +$281K 0.09% 254

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baker Tilly Wealth Management's LEN Position: Q4 2025 in Review

Baker Tilly Wealth Management sold out of Lennar Class A (LEN) in Q4 2025, closing a stake of 1,594 shares — an estimated $201K sold.

Baker Tilly Wealth Management first reported a position in LEN in Q4 2020 and held it in 16 quarters. The position peaked at $1.44M in Q2 2023. 968 funds tracked by Wall St. Rank hold LEN as of Q4 2025.

  • Baker Tilly Wealth Management reported no remaining Lennar Class A position as of Q4 2025 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 1,594 Lennar Class A shares in Q4 2025, an estimated $201K.
  • Baker Tilly Wealth Management first reported a position in Lennar Class A in Q4 2020 and held it in 16 quarters.
  • Baker Tilly Wealth Management's Lennar Class A position peaked at $1.44M in Q2 2023.
  • 968 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2025.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2025, filed 8 Jan 2026.