Crestwood Advisors Group’s Lennar Class A LEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.16M Buy
12,825
+1,605
+14% +$144K 0.02% 298
2026
Q1
$974K Buy
11,220
+925
+9% +$100K 0.02% 301
2025
Q4
$1.06M Sell
10,295
-24
-0.2% -$2.9K 0.02% 277
2025
Q3
$1.3M Buy
10,319
+226
+2% +$28.1K 0.02% 258
2025
Q2
$1.12M Buy
10,093
+170
+2% +$18.4K 0.02% 268
2025
Q1
$1.14M Sell
9,923
-93
-0.9% -$11.6K 0.02% 257
2024
Q4
$1.32M Sell
10,016
-90
-0.9% -$14.6K 0.02% 222
2024
Q3
$1.83M Buy
10,106
+110
+1% +$18.4K 0.04% 194
2024
Q2
$1.45M Sell
9,996
-28
-0.3% -$4.26K 0.03% 198
2024
Q1
$1.67M Buy
10,024
+136
+1% +$20.4K 0.04% 187
2023
Q4
$1.43M Buy
9,888
+49
+0.5% +$5.9K 0.03% 183
2023
Q3
$1.07M Buy
9,839
+7
+0.1% +$821 0.03% 193
2023
Q2
$1.19M Buy
9,832
+23
+0.2% +$2.51K 0.04% 129
2023
Q1
$998K Hold
9,809
0.03% 144
2022
Q4
$859K Hold
9,809
0.03% 152
2022
Q3
$708K Hold
9,809
0.03% 164
2022
Q2
$670K Sell
9,809
-19
-0.2% -$1.39K 0.02% 174
2022
Q1
$772K Buy
9,828
+19
+0.2% +$1.71K 0.02% 179
2021
Q4
$1.1M Hold
9,809
0.03% 160
2021
Q3
$890K Hold
9,809
0.03% 157
2021
Q2
$943K Sell
9,809
-7
-0.1% -$676 0.03% 158
2021
Q1
$962K Buy
9,816
+7
+0.1% +$589 0.03% 154
2020
Q4
$724K Buy
+9,809
New +$735K 0.02% 167
2017
Q2
Sell
-210
Closed -$10K 315
2017
Q1
$10K Buy
+210
New +$9.52K ﹤0.01% 433

Other funds holding LEN

Crestwood Advisors Group's LEN Position: Q2 2026 in Review

Crestwood Advisors Group increased its Lennar Class A (LEN) stake by 14% in Q2 2026, buying an estimated $144K and bringing the position to 12,825 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #298.

Crestwood Advisors Group first reported a position in LEN in Q1 2017 and has held it in 24 quarters since. The position peaked at $1.83M in Q3 2024. 933 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Crestwood Advisors Group held 12,825 shares of Lennar Class A worth $1.16M as of Q2 2026.
  • Crestwood Advisors Group bought 1,605 Lennar Class A shares in Q2 2026, an estimated $144K.
  • Lennar Class A made up 0.02% of Crestwood Advisors Group's portfolio in Q2 2026, its #298 holding.
  • Crestwood Advisors Group first reported a position in Lennar Class A in Q1 2017 and has held it in 24 quarters since.
  • Crestwood Advisors Group's Lennar Class A position peaked at $1.83M in Q3 2024.
  • 933 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.