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Elevation Wealth Partners’s Lennar Class A LEN Stock Holding History

Elevation Wealth 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
Q3 		$1.39K Sell
17
-779
-98% -$65.4K ﹤0.01% 1283
2026
Q2 		$72K Buy
796
+738
+1,272% +$66K 0.02% 231
2026
Q1 		$5.04K Buy
+58
New +$6.27K ﹤0.01% 707

Other funds holding LEN

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Elevation Wealth Partners's LEN Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Lennar Class A (LEN) stake by 98% in Q3 2026, selling an estimated $65.4K and leaving 17 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1283.

Elevation Wealth Partners first reported a position in LEN in Q1 2026 and has held it in 3 quarters since. The position peaked at $72K in Q2 2026. 35 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

  • Elevation Wealth Partners held 17 shares of Lennar Class A worth $1.39K as of Q3 2026.
  • Elevation Wealth Partners sold 779 Lennar Class A shares in Q3 2026, an estimated $65.4K.
  • Lennar Class A made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1283 holding.
  • Elevation Wealth Partners first reported a position in Lennar Class A in Q1 2026 and has held it in 3 quarters since.
  • Elevation Wealth Partners's Lennar Class A position peaked at $72K in Q2 2026.
  • 35 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.