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

Congress 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	$3.1M	Buy	28,016 +11,012	+65%	+$1.19M	0.03%	485
2025 Q1	$1.95M	Buy	17,004 +478	+3%	+$59.7K	0.02%	496
2024 Q4	$2.18M	Sell	16,526 -5,463	-25%	-$888K	0.03%	399
2024 Q3	$3.99M	Buy	21,989 +15,688	+249%	+$2.63M	0.05%	328
2024 Q2	$914K	Buy	+6,301	New	+$959K	0.01%	443

Other funds holding LEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Congress Wealth Management increased its Lennar Class A (LEN) stake by 65% in Q2 2025, buying an estimated $1.19M and bringing the position to 28,016 shares worth $3.1M. The position accounts for 0.03% of the portfolio, ranked #485.

Congress Wealth Management first reported a position in LEN in Q2 2024 and has held it in 5 quarters since. The position peaked at $3.99M in Q3 2024. 940 funds tracked by Wall St. Rank hold LEN as of Q2 2025.

Congress Wealth Management held 28,016 shares of Lennar Class A worth $3.1M as of Q2 2025.
Congress Wealth Management bought 11,012 Lennar Class A shares in Q2 2025, an estimated $1.19M.
Lennar Class A made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #485 holding.
Congress Wealth Management first reported a position in Lennar Class A in Q2 2024 and has held it in 5 quarters since.
Congress Wealth Management's Lennar Class A position peaked at $3.99M in Q3 2024.
940 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.