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 Q2	$271K	Sell	3,000 -10	-0.3%	-$894	0.01%	311
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 $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cassaday & Co Wealth Management's LEN Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Lennar Class A (LEN) stake by 0.33% in Q2 2026, selling an estimated $894 and leaving 3,000 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #311.

Cassaday & Co Wealth Management first reported a position in LEN in Q4 2024 and has held it in 7 quarters since. The position peaked at $378K in Q3 2025. 937 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Cassaday & Co Wealth Management held 3,000 shares of Lennar Class A worth $271K as of Q2 2026.
Cassaday & Co Wealth Management sold 10 Lennar Class A shares in Q2 2026, an estimated $894.
Lennar Class A made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #311 holding.
Cassaday & Co Wealth Management first reported a position in Lennar Class A in Q4 2024 and has held it in 7 quarters since.
Cassaday & Co Wealth Management's Lennar Class A position peaked at $378K in Q3 2025.
937 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.