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CreativeOne Wealth’s Lennar Class A LEN Stock Holding History

CreativeOne Wealth’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 		$283K Buy
3,127
+692
+28% +$61.9K 0.01% 1018
2026
Q1 		$211K Buy
2,435
+124
+5% +$13.4K ﹤0.01% 1113
2025
Q4 		$238K Sell
2,311
-2,099
-48% -$253K 0.01% 1055
2025
Q3 		$556K Sell
4,410
-249
-5% -$30.9K 0.01% 737
2025
Q2 		$515K Buy
4,659
+51
+1% +$5.53K 0.01% 730
2025
Q1 		$529K Sell
4,608
-93
-2% -$11.6K 0.02% 671
2024
Q4 		$621K Buy
4,701
+273
+6% +$44.4K 0.02% 629
2024
Q3 		$804K Buy
4,428
+156
+4% +$26.1K 0.03% 500
2024
Q2 		$620K Sell
4,272
-433
-9% -$65.9K 0.03% 428
2024
Q1 		$783K Buy
4,705
+456
+11% +$68.5K 0.03% 435
2023
Q4 		$613K Sell
4,249
-785
-16% -$94.5K 0.04% 330
2023
Q3 		$547K Sell
5,034
-116
-2% -$13.6K 0.04% 328
2023
Q2 		$625K Sell
5,150
-53
-1% -$5.78K 0.03% 432
2023
Q1 		$529K Sell
5,203
-101
-2% -$9.75K 0.03% 450
2022
Q4 		$465K Sell
5,304
-1,572
-23% -$127K 0.03% 453
2022
Q3 		$496K Buy
6,876
+2,621
+62% +$204K 0.03% 412
2022
Q2 		$291K Sell
4,255
-130
-3% -$9.53K 0.02% 568
2022
Q1 		$345K Buy
4,385
+185
+4% +$16.7K 0.02% 542
2021
Q4 		$472K Buy
4,200
+100
+2% +$10.2K 0.02% 471
2021
Q3 		$372K Buy
4,100
+589
+17% +$58.3K 0.02% 482
2021
Q2 		$338K Buy
3,511
+379
+12% +$36.6K 0.02% 491
2021
Q1 		$307K Sell
3,132
-112
-3% -$9.42K 0.02% 440
2020
Q4 		$239K Sell
3,244
-103
-3% -$7.71K 0.02% 438
2020
Q3 		$265K Sell
3,347
-2,473
-42% -$176K 0.04% 225
2020
Q2 		$347K Sell
5,820
-803
-12% -$41K 0.05% 184
2020
Q1 		$245K Buy
6,623
+319
+5% +$18.1K 0.05% 176
2019
Q4 		$340K Buy
6,304
+166
+3% +$9.47K 0.06% 151
2019
Q3 		$332K Buy
6,138
+1,102
+22% +$53.7K 0.06% 119
2019
Q2 		$236K Buy
+5,036
New +$251K 0.05% 154

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

CreativeOne Wealth's LEN Position: Q2 2026 in Review

CreativeOne Wealth increased its Lennar Class A (LEN) stake by 28% in Q2 2026, buying an estimated $61.9K and bringing the position to 3,127 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #1018.

CreativeOne Wealth first reported a position in LEN in Q2 2019 and has held it in 29 quarters since. The position peaked at $804K in Q3 2024. 937 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • CreativeOne Wealth held 3,127 shares of Lennar Class A worth $283K as of Q2 2026.
  • CreativeOne Wealth bought 692 Lennar Class A shares in Q2 2026, an estimated $61.9K.
  • Lennar Class A made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1018 holding.
  • CreativeOne Wealth first reported a position in Lennar Class A in Q2 2019 and has held it in 29 quarters since.
  • CreativeOne Wealth's Lennar Class A position peaked at $804K in Q3 2024.
  • 937 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.