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

Empirical 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
2026 Q2	$233K	Buy	+2,577	New	+$230K	﹤0.01%	968
2025 Q2	–	Sell	-1,968	Closed	-$226K	–	719
2025 Q1	$226K	Sell	1,968 -40,240	-95%	-$5.03M	0.01%	580
2024 Q4	$5.57M	Buy	42,208 +1,221	+3%	+$198K	0.15%	113
2024 Q3	$7.44M	Buy	40,987 +5,084	+14%	+$852K	0.21%	95
2024 Q2	$5.21M	Buy	35,903 +3,162	+10%	+$481K	0.15%	109
2024 Q1	$5.45M	Buy	32,741 +5,144	+19%	+$773K	0.16%	106
2023 Q4	$3.98M	Buy	27,597 +2,835	+11%	+$341K	0.13%	114
2023 Q3	$2.69M	Buy	24,762 +3,063	+14%	+$359K	0.11%	131
2023 Q2	$2.63M	Buy	+21,699	New	+$2.37M	0.11%	129

Other funds holding LEN

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

AMAL

Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIM

Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

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

Empirical Wealth Management opened a new position in Lennar Class A (LEN) in Q2 2026: 2,577 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #968 among its holdings. This is a return to the name: Empirical Wealth Management previously reported a position in LEN as recently as Q1 2025.

Empirical Wealth Management first reported a position in LEN in Q2 2023 and has held it in 9 quarters since. The position peaked at $7.44M in Q3 2024. 186 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Empirical Wealth Management held 2,577 shares of Lennar Class A worth $233K as of Q2 2026.
Lennar Class A was a new Empirical Wealth Management position in Q2 2026.
Lennar Class A made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #968 holding.
Empirical Wealth Management first reported a position in Lennar Class A in Q2 2023 and has held it in 9 quarters since.
Empirical Wealth Management's Lennar Class A position peaked at $7.44M in Q3 2024.
186 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.