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Birch Hill Investment Advisors’s Lennar Class A LEN Stock Holding History

Birch Hill Investment Advisors’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 		$362K Buy
+4,000
New +$358K 0.01% 166
2025
Q4 		– Sell
-3,400
Closed -$429K – 205
2025
Q3 		$429K Buy
+3,400
New +$422K 0.02% 154

Other funds holding LEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Birch Hill Investment Advisors's LEN Position: Q2 2026 in Review

Birch Hill Investment Advisors opened a new position in Lennar Class A (LEN) in Q2 2026: 4,000 shares worth $362K. The stake represents 0.01% of the portfolio and ranks #166 among its holdings. This is a return to the name: Birch Hill Investment Advisors previously reported a position in LEN as recently as Q3 2025.

Birch Hill Investment Advisors first reported a position in LEN in Q3 2025 and has held it in 2 quarters since. The position peaked at $429K in Q3 2025. 497 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Birch Hill Investment Advisors held 4,000 shares of Lennar Class A worth $362K as of Q2 2026.
  • Lennar Class A was a new Birch Hill Investment Advisors position in Q2 2026.
  • Lennar Class A made up 0.01% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #166 holding.
  • Birch Hill Investment Advisors first reported a position in Lennar Class A in Q3 2025 and has held it in 2 quarters since.
  • Birch Hill Investment Advisors's Lennar Class A position peaked at $429K in Q3 2025.
  • 497 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.