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Capital Advisory Group Advisory Services’s Lennar Class A LEN Stock Holding History

Capital Advisory Group Advisory Services’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
2025
Q4 		– Sell
-15,900
Closed -$2M – 176
2025
Q3 		$2M Buy
+15,900
New +$1.97M 0.62% 49

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Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Advisory Group Advisory Services's LEN Position: Q4 2025 in Review

Capital Advisory Group Advisory Services sold out of Lennar Class A (LEN) in Q4 2025, closing a stake of 15,900 shares — an estimated $2M sold.

Capital Advisory Group Advisory Services first reported a position in LEN in Q3 2025 and held it in 1 quarter. The position peaked at $2M in Q3 2025. 963 funds tracked by Wall St. Rank hold LEN as of Q4 2025.

  • Capital Advisory Group Advisory Services reported no remaining Lennar Class A position as of Q4 2025 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 15,900 Lennar Class A shares in Q4 2025, an estimated $2M.
  • Capital Advisory Group Advisory Services first reported a position in Lennar Class A in Q3 2025 and held it in 1 quarter.
  • Capital Advisory Group Advisory Services's Lennar Class A position peaked at $2M in Q3 2025.
  • 963 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2025.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2025, filed 21 Jan 2026.