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EP Wealth Advisors’s Lennar Class A LEN Stock Holding History

EP Wealth Advisors’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 		$1.42M Buy
15,701
+2,183
+16% +$195K 0.01% 664
2026
Q1 		$1.17M Buy
13,518
+1,032
+8% +$112K 0.01% 603
2025
Q4 		$1.28M Buy
+12,486
New +$1.51M 0.01% 549
2025
Q2 		$1.22M Buy
11,043
+6,261
+131% +$678K 0.01% 520
2025
Q1 		$549K Sell
4,782
-47
-1% -$5.87K ﹤0.01% 673
2024
Q4 		$638K Sell
4,829
-559
-10% -$90.8K 0.01% 617
2024
Q3 		$978K Buy
5,388
+487
+10% +$81.6K 0.01% 502
2024
Q2 		$711K Sell
4,901
-108
-2% -$16.4K 0.01% 461
2024
Q1 		$834K Sell
5,009
-223
-4% -$33.5K 0.01% 409
2023
Q4 		$755K Sell
5,232
-217
-4% -$26.1K 0.01% 415
2023
Q3 		$592K Sell
5,449
-3,856
-41% -$452K 0.01% 429
2023
Q2 		$648K Sell
9,305
-3,929
-30% -$429K 0.01% 414
2023
Q1 		$103K Buy
13,234
+6,730
+103% +$650K ﹤0.01% 595
2022
Q4 		$570K Buy
+6,504
New +$527K 0.01% 355

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

EP Wealth Advisors's LEN Position: Q2 2026 in Review

EP Wealth Advisors increased its Lennar Class A (LEN) stake by 16% in Q2 2026, buying an estimated $195K and bringing the position to 15,701 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #664.

EP Wealth Advisors first reported a position in LEN in Q4 2022 and has held it in 14 quarters since. 937 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • EP Wealth Advisors held 15,701 shares of Lennar Class A worth $1.42M as of Q2 2026.
  • EP Wealth Advisors bought 2,183 Lennar Class A shares in Q2 2026, an estimated $195K.
  • Lennar Class A made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #664 holding.
  • EP Wealth Advisors first reported a position in Lennar Class A in Q4 2022 and has held it in 14 quarters since.
  • 937 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.