Dogwood Wealth Management’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
$271 Sell
3
-15
-83% -$1.34K ﹤0.01% 824
2026
Q1
$1.56K Sell
18
-12
-40% -$1.3K ﹤0.01% 689
2025
Q4
$3.08K Buy
30
+4
+15% +$483 ﹤0.01% 497
2025
Q3
$3.28K Buy
26
+10
+63% +$1.24K ﹤0.01% 462
2025
Q2
$1.77K Sell
16
-3
-16% -$325 ﹤0.01% 573
2025
Q1
$2.18K Buy
+19
New +$2.37K ﹤0.01% 326
2024
Q3
– Hold
0
– – – 331
2024
Q2
– Hold
0
– – – 394
2024
Q1
– Hold
0
– – – 354
2023
Q4
– Hold
0
– – – 366

Other funds holding LEN

Dogwood Wealth Management's LEN Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Lennar Class A (LEN) stake by 83% in Q2 2026, selling an estimated $1.34K and leaving 3 shares worth $271. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Dogwood Wealth Management first reported a position in LEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.28K in Q3 2025. 939 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Dogwood Wealth Management held 3 shares of Lennar Class A worth $271 as of Q2 2026.
  • Dogwood Wealth Management sold 15 Lennar Class A shares in Q2 2026, an estimated $1.34K.
  • Lennar Class A made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #824 holding.
  • Dogwood Wealth Management first reported a position in Lennar Class A in Q1 2025 and has held it in 6 quarters since.
  • Dogwood Wealth Management's Lennar Class A position peaked at $3.28K in Q3 2025.
  • 939 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.