Cornerstone Planning Group
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Cornerstone Planning Group’s Lennar Class A LEN Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-50
Closed -$4.12K – 1017
2026
Q2 		$4.12K Buy
50
+1
+2% +$89 ﹤0.01% 1137
2026
Q1 		$4.14K Sell
49
-26
-35% -$2.81K ﹤0.01% 1135
2025
Q4 		$8.31K Sell
75
-41
-35% -$4.95K ﹤0.01% 843
2025
Q3 		$14.4K Buy
116
+25
+27% +$3.1K ﹤0.01% 670
2025
Q2 		$10.9K Buy
91
+68
+296% +$7.37K ﹤0.01% 535
2025
Q1 		$2.47K Sell
23
-1
-4% -$125 ﹤0.01% 933
2024
Q4 		$3.17K Buy
24
+7
+41% +$1.14K ﹤0.01% 678
2024
Q3 		$2.72K Buy
17
+5
+42% +$838 ﹤0.01% 703
2024
Q2 		$2.04K Buy
12
+3
+33% +$456 ﹤0.01% 762
2024
Q1 		$1.42K Buy
+9
New +$1.35K ﹤0.01% 717

Other funds holding LEN

Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JGP Wealth Management
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Cornerstone Planning Group's LEN Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Lennar Class A (LEN) in Q3 2026, closing a stake of 50 shares — an estimated $4.12K sold.

Cornerstone Planning Group first reported a position in LEN in Q1 2024 and held it in 10 quarters. The position peaked at $14.4K in Q3 2025. 189 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Lennar Class A position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 50 Lennar Class A shares in Q3 2026, an estimated $4.12K.
  • Cornerstone Planning Group first reported a position in Lennar Class A in Q1 2024 and held it in 10 quarters.
  • Cornerstone Planning Group's Lennar Class A position peaked at $14.4K in Q3 2025.
  • 189 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.