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CBIZ Investment Advisory Services’s Lennar Class A LEN Stock Holding History

CBIZ Investment 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
2026
Q1 		– Sell
-27
Closed -$2.78K – 605
2025
Q4 		$2.78K Hold
27
– – ﹤0.01% 598
2025
Q3 		$3.4K Buy
27
+4
+17% +$496 ﹤0.01% 511
2025
Q2 		$2.54K Sell
23
-38
-62% -$4.12K ﹤0.01% 521
2025
Q1 		$7K Buy
61
+49
+408% +$6.12K ﹤0.01% 357
2024
Q4 		$1.64K Buy
+12
New +$1.95K ﹤0.01% 417

Other funds holding LEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CBIZ Investment Advisory Services's LEN Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Lennar Class A (LEN) in Q1 2026, closing a stake of 27 shares — an estimated $2.78K sold.

CBIZ Investment Advisory Services first reported a position in LEN in Q4 2024 and held it in 5 quarters. The position peaked at $7K in Q1 2025. 938 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Lennar Class A position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 27 Lennar Class A shares in Q1 2026, an estimated $2.78K.
  • CBIZ Investment Advisory Services first reported a position in Lennar Class A in Q4 2024 and held it in 5 quarters.
  • CBIZ Investment Advisory Services's Lennar Class A position peaked at $7K in Q1 2025.
  • 938 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.