Bogart Wealth LLC’s Lennar Class A LEN Stock Holding History

Bogart Wealth LLC’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	$6.61K	Buy	73 +40	+121%	+$3.58K	﹤0.01%	1126
2026 Q1	$2.87K	Buy	33 +25	+313%	+$2.7K	﹤0.01%	1196
2025 Q4	$822	Sell	8 -59,503	-100%	-$7.19M	﹤0.01%	1359
2025 Q3	$7.5M	Buy	59,511 +813	+1%	+$101K	0.3%	80
2025 Q2	$6.49M	Buy	58,698 +2,400	+4%	+$260K	0.28%	86
2025 Q1	$6.46M	Buy	56,298 +56,278	+281,390%	+$7.03M	0.3%	75
2024 Q4	$2.59K	Buy	+20	New	+$3.25K	﹤0.01%	1047
2021 Q1	–	Sell	-35	Closed	-$2K	–	654
2020 Q4	$2K	Hold	35	–	–	﹤0.01%	406
2020 Q3	$2K	Hold	35	–	–	﹤0.01%	394
2020 Q2	$2K	Hold	35	–	–	﹤0.01%	392
2020 Q1	$1K	Hold	35	–	–	﹤0.01%	396
2019 Q4	$2K	Buy	+35	New	+$2K	﹤0.01%	364

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's LEN Position: Q2 2026 in Review

Bogart Wealth LLC increased its Lennar Class A (LEN) stake by 121% in Q2 2026, buying an estimated $3.58K and bringing the position to 73 shares worth $6.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

Bogart Wealth LLC first reported a position in LEN in Q4 2019 and has held it in 12 quarters since. The position peaked at $7.5M in Q3 2025. 939 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Bogart Wealth LLC held 73 shares of Lennar Class A worth $6.61K as of Q2 2026.
Bogart Wealth LLC bought 40 Lennar Class A shares in Q2 2026, an estimated $3.58K.
Lennar Class A made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1126 holding.
Bogart Wealth LLC first reported a position in Lennar Class A in Q4 2019 and has held it in 12 quarters since.
Bogart Wealth LLC's Lennar Class A position peaked at $7.5M in Q3 2025.
939 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.