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Edgestream Partners’s Lennar Class A LEN Stock Holding History

Edgestream Partners’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 		$2.97M Buy
32,786
+29,599
+929% +$2.65M 0.09% 413
2026
Q1 		$277K Buy
3,187
+749
+31% +$80.9K 0.01% 814
2025
Q4 		$251K Buy
+2,438
New +$294K 0.01% 906
2025
Q2 		– Sell
-17,277
Closed -$1.98M – 971
2025
Q1 		$1.98M Sell
17,277
-24,812
-59% -$3.1M 0.07% 492
2024
Q4 		$5.56M Buy
+42,089
New +$6.84M 0.24% 119
2024
Q2 		– Sell
-1,682
Closed -$280K – 954
2024
Q1 		$280K Buy
+1,682
New +$253K 0.01% 736
2023
Q4 		– Sell
-2,929
Closed -$318K – 961
2023
Q3 		$318K Buy
+2,929
New +$344K 0.03% 696
2022
Q3 		– Sell
-10,199
Closed -$697K – 541
2022
Q2 		$697K Sell
10,199
-24,951
-71% -$1.83M 0.05% 374
2022
Q1 		$2.76M Buy
+35,150
New +$3.17M 0.22% 155
2021
Q4 		– Sell
-9,019
Closed -$818K – 540
2021
Q3 		$818K Sell
9,019
-44,010
-83% -$4.36M 0.05% 343
2021
Q2 		$5.1M Buy
53,029
+41,980
+380% +$4.06M 0.3% 114
2021
Q1 		$1.08M Sell
11,049
-30,667
-74% -$2.58M 0.06% 293
2020
Q4 		$3.08M Sell
41,716
-18,627
-31% -$1.4M 0.15% 174
2020
Q3 		$4.77M Buy
+60,343
New +$4.29M 0.31% 109
2019
Q1 		– Sell
-17,272
Closed -$655K – 261
2018
Q4 		$655K Buy
+17,272
New +$704K 0.11% 159

Other funds holding LEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Edgestream Partners's LEN Position: Q2 2026 in Review

Edgestream Partners increased its Lennar Class A (LEN) stake by 929% in Q2 2026, buying an estimated $2.65M and bringing the position to 32,786 shares worth $2.97M. The position accounts for 0.09% of the portfolio, ranked #413.

Edgestream Partners first reported a position in LEN in Q4 2018 and has held it in 15 quarters since. The position peaked at $5.56M in Q4 2024. 936 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Edgestream Partners held 32,786 shares of Lennar Class A worth $2.97M as of Q2 2026.
  • Edgestream Partners bought 29,599 Lennar Class A shares in Q2 2026, an estimated $2.65M.
  • Lennar Class A made up 0.09% of Edgestream Partners's portfolio in Q2 2026, its #413 holding.
  • Edgestream Partners first reported a position in Lennar Class A in Q4 2018 and has held it in 15 quarters since.
  • Edgestream Partners's Lennar Class A position peaked at $5.56M in Q4 2024.
  • 936 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.