CCM
LEN icon

Coldstream Capital Management’s Lennar Class A LEN Stock Holding History

Coldstream Capital 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 		$487K Sell
5,383
-524
-9% -$46.9K 0.01% 746
2026
Q1 		$513K Buy
5,907
+364
+7% +$39.3K 0.01% 715
2025
Q4 		$570K Sell
5,543
-1,618
-23% -$195K 0.01% 669
2025
Q3 		$903K Buy
7,161
+731
+11% +$90.7K 0.01% 495
2025
Q2 		$711K Buy
6,430
+819
+15% +$88.7K 0.01% 521
2025
Q1 		$644K Sell
5,611
-43
-0.8% -$5.37K 0.01% 501
2024
Q4 		$746K Sell
5,654
-75
-1% -$12.2K 0.02% 456
2024
Q3 		$1.04M Buy
5,729
+95
+2% +$15.9K 0.02% 369
2024
Q2 		$817K Buy
5,634
+410
+8% +$62.4K 0.02% 374
2024
Q1 		$870K Sell
5,224
-23
-0.4% -$3.46K 0.02% 362
2023
Q4 		$757K Buy
5,247
+54
+1% +$6.5K 0.02% 362
2023
Q3 		$564K Sell
5,193
-220
-4% -$25.8K 0.02% 385
2023
Q2 		$657K Buy
5,413
+1,771
+49% +$193K 0.02% 359
2023
Q1 		$371K Buy
3,642
+22
+0.6% +$2.12K 0.01% 555
2022
Q4 		$317K Buy
+3,620
New +$293K 0.01% 581
2022
Q2 		– Sell
-2,856
Closed -$224K – 813
2022
Q1 		$224K Sell
2,856
-83
-3% -$7.48K 0.01% 701
2021
Q4 		$330K Buy
+2,939
New +$300K 0.01% 574

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 $3.38T 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

Coldstream Capital Management's LEN Position: Q2 2026 in Review

Coldstream Capital Management reduced its Lennar Class A (LEN) stake by 8.9% in Q2 2026, selling an estimated $46.9K and leaving 5,383 shares worth $487K. The position accounts for 0.01% of the portfolio, ranked #746.

Coldstream Capital Management first reported a position in LEN in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.04M in Q3 2024. 939 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Coldstream Capital Management held 5,383 shares of Lennar Class A worth $487K as of Q2 2026.
  • Coldstream Capital Management sold 524 Lennar Class A shares in Q2 2026, an estimated $46.9K.
  • Lennar Class A made up 0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #746 holding.
  • Coldstream Capital Management first reported a position in Lennar Class A in Q4 2021 and has held it in 17 quarters since.
  • Coldstream Capital Management's Lennar Class A position peaked at $1.04M in Q3 2024.
  • 939 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.