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Dynamic Wealth Strategies’s Lennar Class A LEN Stock Holding History

Dynamic Wealth Strategies’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
2025
Q3 		– Sell
-96
Closed -$10.6K – 242
2025
Q2 		$10.6K Sell
96
-91
-49% -$9.86K 0.01% 192
2025
Q1 		$21.5K Buy
+187
New +$23.4K 0.02% 173
2024
Q4 		– Sell
-433
Closed -$79K – 160
2024
Q3 		$79K Buy
433
+117
+37% +$19.6K 0.06% 108
2024
Q2 		$46K Sell
316
-40
-11% -$6.09K 0.04% 127
2024
Q1 		$59K Buy
356
+142
+66% +$21.3K 0.05% 118
2023
Q4 		$30.9K Buy
+214
New +$25.8K 0.03% 132

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dynamic Wealth Strategies's LEN Position: Q3 2025 in Review

Dynamic Wealth Strategies sold out of Lennar Class A (LEN) in Q3 2025, closing a stake of 96 shares — an estimated $10.6K sold.

Dynamic Wealth Strategies first reported a position in LEN in Q4 2023 and held it in 6 quarters. The position peaked at $79K in Q3 2024. 981 funds tracked by Wall St. Rank hold LEN as of Q3 2025.

  • Dynamic Wealth Strategies reported no remaining Lennar Class A position as of Q3 2025 after selling out during the quarter.
  • Dynamic Wealth Strategies sold 96 Lennar Class A shares in Q3 2025, an estimated $10.6K.
  • Dynamic Wealth Strategies first reported a position in Lennar Class A in Q4 2023 and held it in 6 quarters.
  • Dynamic Wealth Strategies's Lennar Class A position peaked at $79K in Q3 2024.
  • 981 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2025.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2025, filed 29 Oct 2025.