Bar Harbor Wealth Management’s Lennar Class A LEN Stock Holding History

Bar Harbor 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
2026 Q2	$4.1M	Buy	+45,336	New	+$4.05M	0.22%	93
2021 Q1	–	Sell	-2,823	Closed	-$208K	–	248
2020 Q4	$208K	Sell	2,823 -517	-15%	-$38.7K	0.02%	233
2020 Q3	$264K	Buy	+3,340	New	+$237K	0.03%	204
2019 Q2	–	Sell	-4,887	Closed	-$232K	–	311
2019 Q1	$232K	Buy	+4,887	New	+$221K	0.03%	265
2018 Q4	–	Sell	-7,177	Closed	-$324K	–	291
2018 Q3	$324K	Sell	7,177 -1,024	-12%	-$51.6K	0.04%	237
2018 Q2	$417K	Sell	8,201 -1,244	-13%	-$65.1K	0.05%	211
2018 Q1	$539K	Sell	9,445 -116	-1%	-$7K	0.07%	191
2017 Q4	$586K	Buy	+9,561	New	+$543K	0.07%	183

Other funds holding LEN

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

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Bar Harbor Wealth Management's LEN Position: Q2 2026 in Review

Bar Harbor Wealth Management opened a new position in Lennar Class A (LEN) in Q2 2026: 45,336 shares worth $4.1M. The stake represents 0.22% of the portfolio and ranks #93 among its holdings. This is a return to the name: Bar Harbor Wealth Management previously reported a position in LEN as recently as Q4 2020.

Bar Harbor Wealth Management first reported a position in LEN in Q4 2017 and has held it in 8 quarters since. 352 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Bar Harbor Wealth Management held 45,336 shares of Lennar Class A worth $4.1M as of Q2 2026.
Lennar Class A was a new Bar Harbor Wealth Management position in Q2 2026.
Lennar Class A made up 0.22% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #93 holding.
Bar Harbor Wealth Management first reported a position in Lennar Class A in Q4 2017 and has held it in 8 quarters since.
352 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.