Edge Wealth Management’s Lennar Class A LEN Stock Holding History

Edge Wealth Management’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 Q4	–	Sell	-6,400	Closed	-$807K	–	84
2025 Q3	$807K	Hold	6,400	–	–	0.14%	41
2025 Q2	$709K	Hold	6,400	–	–	0.14%	40
2025 Q1	$735K	Sell	6,400 -211	-3%	-$26.4K	0.15%	39
2024 Q4	$873K	Hold	6,611	–	–	0.18%	37
2024 Q3	$1.2M	Hold	6,611	–	–	0.24%	31
2024 Q2	$959K	Hold	6,611	–	–	0.2%	35
2024 Q1	$1.1M	Hold	6,611	–	–	0.23%	35
2023 Q4	$954K	Hold	6,611	–	–	0.21%	37
2023 Q3	$718K	Hold	6,611	–	–	0.17%	44
2023 Q2	$802K	Hold	6,611	–	–	0.18%	46
2023 Q1	$672K	Sell	6,611 -2,066	-24%	-$199K	0.15%	46
2022 Q4	$756K	Hold	8,677	–	–	0.18%	46
2022 Q3	$635K	Hold	8,677	–	–	0.14%	48
2022 Q2	$593K	Buy	+8,677	New	+$636K	0.13%	49
2020 Q4	–	Sell	-274	Closed	-$22K	–	421
2020 Q3	$22K	Hold	274	–	–	0.01%	256
2020 Q2	$16K	Buy	274 +238	+661%	+$12.2K	﹤0.01%	396
2020 Q1	$1K	Hold	36	–	–	﹤0.01%	582
2019 Q4	$2K	Buy	+36	New	+$2.05K	﹤0.01%	535

Other funds holding LEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edge Wealth Management's LEN Position: Q4 2025 in Review

Edge Wealth Management sold out of Lennar Class A (LEN) in Q4 2025, closing a stake of 6,400 shares — an estimated $807K sold.

Edge Wealth Management first reported a position in LEN in Q4 2019 and held it in 18 quarters. The position peaked at $1.2M in Q3 2024. 963 funds tracked by Wall St. Rank hold LEN as of Q4 2025.

Edge Wealth Management reported no remaining Lennar Class A position as of Q4 2025 after selling out during the quarter.
Edge Wealth Management sold 6,400 Lennar Class A shares in Q4 2025, an estimated $807K.
Edge Wealth Management first reported a position in Lennar Class A in Q4 2019 and held it in 18 quarters.
Edge Wealth Management's Lennar Class A position peaked at $1.2M in Q3 2024.
963 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2025.

Based on Edge Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.