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Confluence Wealth Services’s Lennar Class A LEN Stock Holding History

Confluence Wealth 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
Q2 		$1.27M Buy
14,021
+1,170
+9% +$105K 0.04% 197
2026
Q1 		$1.12M Buy
12,851
+1,133
+10% +$122K 0.04% 179
2025
Q4 		$1.2M Buy
11,718
+638
+6% +$77K 0.05% 166
2025
Q3 		$1.4M Buy
11,080
+332
+3% +$41.2K 0.07% 138
2025
Q2 		$1.19M Buy
10,748
+387
+4% +$41.9K 0.06% 155
2025
Q1 		$1.11M Buy
10,361
+851
+9% +$106K 0.07% 142
2024
Q4 		$1.24M Buy
9,510
+1,755
+23% +$285K 0.08% 127
2024
Q3 		$1.41M Buy
7,755
+162
+2% +$27.1K 0.1% 103
2024
Q2 		$1.1M Buy
7,593
+528
+7% +$80.3K 0.09% 136
2024
Q1 		$1.18M Buy
7,065
+496
+8% +$74.5K 0.1% 108
2023
Q4 		$948K Sell
6,569
-446
-6% -$53.7K 0.1% 114
2023
Q3 		$762K Buy
7,015
+2,381
+51% +$279K 0.15% 112
2023
Q2 		$562K Buy
4,634
+1,745
+60% +$190K 0.12% 137
2023
Q1 		$294K Buy
+2,889
New +$279K 0.07% 196
2022
Q3 		– Sell
-2,722
Closed -$231K – 249
2022
Q2 		$231K Buy
+2,722
New +$199K 0.1% 242

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

Confluence Wealth Services's LEN Position: Q2 2026 in Review

Confluence Wealth Services increased its Lennar Class A (LEN) stake by 9.1% in Q2 2026, buying an estimated $105K and bringing the position to 14,021 shares worth $1.27M. The position accounts for 0.04% of the portfolio, ranked #197.

Confluence Wealth Services first reported a position in LEN in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.41M in Q3 2024. 933 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Confluence Wealth Services held 14,021 shares of Lennar Class A worth $1.27M as of Q2 2026.
  • Confluence Wealth Services bought 1,170 Lennar Class A shares in Q2 2026, an estimated $105K.
  • Lennar Class A made up 0.04% of Confluence Wealth Services's portfolio in Q2 2026, its #197 holding.
  • Confluence Wealth Services first reported a position in Lennar Class A in Q2 2022 and has held it in 15 quarters since.
  • Confluence Wealth Services's Lennar Class A position peaked at $1.41M in Q3 2024.
  • 933 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.