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

Circle 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 		$546K Sell
6,032
-18
-0.3% -$1.61K 0.01% 193
2026
Q1 		$525K Buy
6,050
+80
+1% +$8.65K 0.01% 194
2025
Q4 		$614K Buy
5,970
+885
+17% +$107K 0.01% 171
2025
Q3 		$641K Buy
5,085
+280
+6% +$34.8K 0.01% 155
2025
Q2 		$531K Buy
4,805
+782
+19% +$84.7K 0.01% 164
2025
Q1 		$462K Buy
+4,023
New +$502K 0.01% 169

Other funds holding LEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Circle Wealth Management's LEN Position: Q2 2026 in Review

Circle Wealth Management reduced its Lennar Class A (LEN) stake by 0.3% in Q2 2026, selling an estimated $1.61K and leaving 6,032 shares worth $546K. The position accounts for 0.01% of the portfolio, ranked #193.

Circle Wealth Management first reported a position in LEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $641K in Q3 2025. 935 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Circle Wealth Management held 6,032 shares of Lennar Class A worth $546K as of Q2 2026.
  • Circle Wealth Management sold 18 Lennar Class A shares in Q2 2026, an estimated $1.61K.
  • Lennar Class A made up 0.01% of Circle Wealth Management's portfolio in Q2 2026, its #193 holding.
  • Circle Wealth Management first reported a position in Lennar Class A in Q1 2025 and has held it in 6 quarters since.
  • Circle Wealth Management's Lennar Class A position peaked at $641K in Q3 2025.
  • 935 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.