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Centricity Wealth Management’s Lennar Class A LEN Stock Holding History

Centricity 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
2025
Q2 		– Sell
-165
Closed -$18.9K – 442
2025
Q1 		$18.9K Sell
165
-5
-3% -$624 0.02% 257
2024
Q4 		$22.5K Buy
+170
New +$27.6K 0.02% 239

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Centricity Wealth Management's LEN Position: Q2 2025 in Review

Centricity Wealth Management sold out of Lennar Class A (LEN) in Q2 2025, closing a stake of 165 shares — an estimated $18.9K sold.

Centricity Wealth Management first reported a position in LEN in Q4 2024 and held it in 2 quarters. The position peaked at $22.5K in Q4 2024. 940 funds tracked by Wall St. Rank hold LEN as of Q2 2025.

  • Centricity Wealth Management reported no remaining Lennar Class A position as of Q2 2025 after selling out during the quarter.
  • Centricity Wealth Management sold 165 Lennar Class A shares in Q2 2025, an estimated $18.9K.
  • Centricity Wealth Management first reported a position in Lennar Class A in Q4 2024 and held it in 2 quarters.
  • Centricity Wealth Management's Lennar Class A position peaked at $22.5K in Q4 2024.
  • 940 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.