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Cutler Investment Counsel’s Lennar Class A LEN Stock Holding History

Cutler Investment Counsel’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 		$3.75M Sell
41,401
-338
-0.8% -$30.2K 0.35% 61
2026
Q1 		$3.62M Sell
41,739
-725
-2% -$78.4K 0.37% 61
2025
Q4 		$4.37M Buy
42,464
+15,802
+59% +$1.91M 0.45% 54
2025
Q3 		$3.36M Buy
+26,662
New +$3.31M 0.35% 59

Other funds holding LEN

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Cutler Investment Counsel's LEN Position: Q2 2026 in Review

Cutler Investment Counsel reduced its Lennar Class A (LEN) stake by 0.81% in Q2 2026, selling an estimated $30.2K and leaving 41,401 shares worth $3.75M. The position accounts for 0.35% of the portfolio, ranked #61.

Cutler Investment Counsel first reported a position in LEN in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.37M in Q4 2025. 352 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Cutler Investment Counsel held 41,401 shares of Lennar Class A worth $3.75M as of Q2 2026.
  • Cutler Investment Counsel sold 338 Lennar Class A shares in Q2 2026, an estimated $30.2K.
  • Lennar Class A made up 0.35% of Cutler Investment Counsel's portfolio in Q2 2026, its #61 holding.
  • Cutler Investment Counsel first reported a position in Lennar Class A in Q3 2025 and has held it in 4 quarters since.
  • Cutler Investment Counsel's Lennar Class A position peaked at $4.37M in Q4 2025.
  • 352 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Cutler Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.