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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
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% +$9.85K 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Caldwell Trust's LEN Position: Q1 2026 in Review

Caldwell Trust held its Lennar Class A (LEN) position steady in Q1 2026 at 1,917 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #354.

Caldwell Trust first reported a position in LEN in Q4 2019 and has held it in 26 quarters since. The position peaked at $543K in Q3 2024. 933 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Caldwell Trust held 1,917 shares of Lennar Class A worth $166K as of Q1 2026.
  • Caldwell Trust left its Lennar Class A share count unchanged in Q1 2026.
  • Lennar Class A made up 0.01% of Caldwell Trust's portfolio in Q1 2026, its #354 holding.
  • Caldwell Trust first reported a position in Lennar Class A in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's Lennar Class A position peaked at $543K in Q3 2024.
  • 933 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.