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Carolinas Wealth Consulting’s Lennar Class A LEN Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-82
Closed -$9.42K – 529
2025
Q1 		$9.42K Buy
82
+9
+12% +$1.12K ﹤0.01% 537
2024
Q4 		$9.62K Sell
73
-30
-29% -$4.88K ﹤0.01% 553
2024
Q3 		$18.7K Sell
103
-12
-10% -$2.01K ﹤0.01% 484
2024
Q2 		$16.6K Sell
115
-12
-9% -$1.83K ﹤0.01% 500
2024
Q1 		$21.2K Buy
127
+1
+0.8% +$150 ﹤0.01% 476
2023
Q4 		$18.2K Sell
126
-10
-7% -$1.2K ﹤0.01% 459
2023
Q3 		$14.1K Sell
136
-42
-24% -$4.93K ﹤0.01% 476
2023
Q2 		$21.6K Sell
178
-50
-22% -$5.46K ﹤0.01% 468
2023
Q1 		$23.2K Sell
228
-5
-2% -$483 ﹤0.01% 466
2022
Q4 		$20.5K Buy
233
+49
+27% +$3.97K ﹤0.01% 493
2022
Q3 		$13K Hold
184
– – ﹤0.01% 520
2022
Q2 		$13K Hold
184
– – ﹤0.01% 531
2022
Q1 		$14K Hold
184
– – ﹤0.01% 555
2021
Q4 		$21K Buy
184
+167
+982% +$17.1K ﹤0.01% 481
2021
Q3 		$1K Hold
17
– – ﹤0.01% 881
2021
Q2 		$2K Hold
17
– – ﹤0.01% 813
2021
Q1 		$2K Hold
17
– – ﹤0.01% 821
2020
Q4 		$1K Hold
17
– – ﹤0.01% 815
2020
Q3 		$1K Buy
17
+7
+70% +$497 ﹤0.01% 847
2020
Q2 		$1K Buy
+10
New +$511 ﹤0.01% 587

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carolinas Wealth Consulting's LEN Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Lennar Class A (LEN) in Q2 2025, closing a stake of 82 shares — an estimated $9.42K sold.

Carolinas Wealth Consulting first reported a position in LEN in Q2 2020 and held it in 20 quarters. The position peaked at $23.2K in Q1 2023. 939 funds tracked by Wall St. Rank hold LEN as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Lennar Class A position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 82 Lennar Class A shares in Q2 2025, an estimated $9.42K.
  • Carolinas Wealth Consulting first reported a position in Lennar Class A in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Lennar Class A position peaked at $23.2K in Q1 2023.
  • 939 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.