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Equitable Trust’s Lennar Class A LEN Stock Holding History

Equitable Trust’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
2025
Q4 		– Sell
-1,864
Closed -$235K – 453
2025
Q3 		$235K Hold
1,864
– – 0.01% 418
2025
Q2 		$206K Hold
1,864
– – 0.01% 426
2025
Q1 		$214K Sell
1,864
-199
-10% -$24.9K 0.01% 450
2024
Q4 		$272K Hold
2,063
– – 0.02% 425
2024
Q3 		$374K Buy
2,063
+378
+22% +$63.3K 0.02% 362
2024
Q2 		$244K Buy
+1,685
New +$256K 0.02% 409

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Equitable Trust's LEN Position: Q4 2025 in Review

Equitable Trust sold out of Lennar Class A (LEN) in Q4 2025, closing a stake of 1,864 shares — an estimated $235K sold.

Equitable Trust first reported a position in LEN in Q2 2024 and held it in 6 quarters. The position peaked at $374K in Q3 2024. 967 funds tracked by Wall St. Rank hold LEN as of Q4 2025.

  • Equitable Trust reported no remaining Lennar Class A position as of Q4 2025 after selling out during the quarter.
  • Equitable Trust sold 1,864 Lennar Class A shares in Q4 2025, an estimated $235K.
  • Equitable Trust first reported a position in Lennar Class A in Q2 2024 and held it in 6 quarters.
  • Equitable Trust's Lennar Class A position peaked at $374K in Q3 2024.
  • 967 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2025.

Based on Equitable Trust's 13F filing for Q4 2025, filed 2 Feb 2026.