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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EP Wealth Advisors's LEN Position: Q1 2026 in Review

EP Wealth Advisors increased its Lennar Class A (LEN) stake by 8.3% in Q1 2026, buying an estimated $112K and bringing the position to 13,518 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #603.

EP Wealth Advisors first reported a position in LEN in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.28M in Q4 2025. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • EP Wealth Advisors held 13,518 shares of Lennar Class A worth $1.17M as of Q1 2026.
  • EP Wealth Advisors bought 1,032 Lennar Class A shares in Q1 2026, an estimated $112K.
  • Lennar Class A made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #603 holding.
  • EP Wealth Advisors first reported a position in Lennar Class A in Q4 2022 and has held it in 13 quarters since.
  • EP Wealth Advisors's Lennar Class A position peaked at $1.28M in Q4 2025.
  • 932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.