Caldwell Trust
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Caldwell Trust’s Lennar Class A LEN Stock Holding History

Caldwell Trust’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
Q3 		$147K Sell
1,800
-117
-6% -$9.8K 0.01% 362
2026
Q2 		$173K Hold
1,917
– – 0.01% 346
2026
Q1 		$166K Hold
1,917
– – 0.01% 354
2025
Q4 		$197K Hold
1,917
– – 0.02% 327
2025
Q3 		$242K Sell
1,917
-52
-3% -$6.45K 0.02% 297
2025
Q2 		$218K Sell
1,969
-135
-6% -$14.6K 0.02% 305
2025
Q1 		$241K Sell
2,104
-937
-31% -$117K 0.03% 295
2024
Q4 		$401K Buy
3,041
+51
+2% +$8.29K 0.04% 233
2024
Q3 		$543K Buy
2,990
+106
+4% +$17.8K 0.06% 219
2024
Q2 		$418K Buy
2,884
+61
+2% +$9.28K 0.05% 232
2024
Q1 		$470K Buy
2,823
+279
+11% +$41.9K 0.05% 227
2023
Q4 		$367K Buy
2,544
+601
+31% +$72.4K 0.05% 235
2023
Q3 		$211K Buy
1,943
+84
+5% +$9.9K 0.03% 287
2023
Q2 		$226K Hold
1,859
– – 0.03% 282
2023
Q1 		$189K Hold
1,859
– – 0.03% 289
2022
Q4 		$163K Hold
1,859
– – 0.02% 300
2022
Q3 		$134K Hold
1,859
– – 0.02% 316
2022
Q2 		$127K Hold
1,859
– – 0.02% 332
2022
Q1 		$146K Hold
1,859
– – 0.02% 320
2021
Q4 		$209K Hold
1,859
– – 0.02% 282
2021
Q3 		$169K Hold
1,859
– – 0.02% 302
2021
Q2 		$179K Hold
1,859
– – 0.02% 292
2021
Q1 		$182K Hold
1,859
– – 0.03% 283
2020
Q4 		$137K Hold
1,859
– – 0.02% 302
2020
Q3 		$147K Hold
1,859
– – 0.02% 284
2020
Q2 		$111K Hold
1,859
– – 0.02% 317
2020
Q1 		$68.8K Hold
1,859
– – 0.01% 373
2019
Q4 		$100K Buy
+1,859
New +$106K 0.02% 360

Other funds holding LEN

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Caldwell Trust's LEN Position: Q3 2026 in Review

Caldwell Trust reduced its Lennar Class A (LEN) stake by 6.1% in Q3 2026, selling an estimated $9.8K and leaving 1,800 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #362.

Caldwell Trust first reported a position in LEN in Q4 2019 and has held it in 28 quarters since. The position peaked at $543K in Q3 2024. 435 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

  • Caldwell Trust held 1,800 shares of Lennar Class A worth $147K as of Q3 2026.
  • Caldwell Trust sold 117 Lennar Class A shares in Q3 2026, an estimated $9.8K.
  • Lennar Class A made up 0.01% of Caldwell Trust's portfolio in Q3 2026, its #362 holding.
  • Caldwell Trust first reported a position in Lennar Class A in Q4 2019 and has held it in 28 quarters since.
  • Caldwell Trust's Lennar Class A position peaked at $543K in Q3 2024.
  • 435 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.