Cassaday & Co Wealth Management’s Lennar Class A LEN Stock Holding History

Cassaday & Co Wealth Management’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	$261K	Buy	3,010 +7	+0.2%	+$756	0.01%	305
2025 Q4	$309K	Hold	3,003	–	–	0.01%	282
2025 Q3	$378K	Hold	3,003	–	–	0.01%	244
2025 Q2	$332K	Buy	3,003 +3	+0.1%	+$325	0.01%	252
2025 Q1	$344K	Buy	3,000 +1,450	+94%	+$181K	0.01%	234
2024 Q4	$205K	Buy	+1,550	New	+$252K	0.01%	313

Other funds holding LEN

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) New York $29.8B AUM 12.13% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cassaday & Co Wealth Management's LEN Position: Q1 2026 in Review

Cassaday & Co Wealth Management increased its Lennar Class A (LEN) stake by 0.23% in Q1 2026, buying an estimated $756 and bringing the position to 3,010 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #305.

Cassaday & Co Wealth Management first reported a position in LEN in Q4 2024 and has held it in 6 quarters since. The position peaked at $378K in Q3 2025. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

Cassaday & Co Wealth Management held 3,010 shares of Lennar Class A worth $261K as of Q1 2026.
Cassaday & Co Wealth Management bought 7 Lennar Class A shares in Q1 2026, an estimated $756.
Lennar Class A made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #305 holding.
Cassaday & Co Wealth Management first reported a position in Lennar Class A in Q4 2024 and has held it in 6 quarters since.
Cassaday & Co Wealth Management's Lennar Class A position peaked at $378K in Q3 2025.
932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.