Everhart Financial Group’s Lennar Class A LEN Stock Holding History

Everhart Financial Group’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	$318K	Sell	3,514 -357	-9%	-$31.9K	0.02%	351
2026 Q1	$336K	Sell	3,871 -756	-16%	-$81.7K	0.03%	339
2025 Q4	$476K	Sell	4,627 -76	-2%	-$9.18K	0.04%	267
2025 Q3	$593K	Buy	4,703 +356	+8%	+$44.2K	0.06%	228
2025 Q2	$481K	Sell	4,347 -720	-14%	-$78K	0.06%	226
2025 Q1	$582K	Sell	5,067 -237	-4%	-$29.6K	0.08%	174
2024 Q4	$700K	Sell	5,304 -917	-15%	-$149K	0.14%	144
2024 Q3	$1.13M	Buy	6,221 +825	+15%	+$138K	0.25%	87
2024 Q2	$783K	Buy	5,396 +706	+15%	+$107K	0.2%	104
2024 Q1	$781K	Buy	4,690 +853	+22%	+$128K	0.23%	92
2023 Q4	$554K	Buy	3,837 +48	+1%	+$5.78K	0.2%	104
2023 Q3	$412K	Buy	3,789 +274	+8%	+$32.1K	0.17%	112
2023 Q2	$426K	Buy	3,515 +451	+15%	+$49.2K	0.18%	114
2023 Q1	$312K	Buy	3,064 +398	+15%	+$38.4K	0.14%	134
2022 Q4	$234K	Buy	+2,666	New	+$216K	0.12%	153

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

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

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Everhart Financial Group's LEN Position: Q2 2026 in Review

Everhart Financial Group reduced its Lennar Class A (LEN) stake by 9.2% in Q2 2026, selling an estimated $31.9K and leaving 3,514 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #351.

Everhart Financial Group first reported a position in LEN in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.13M in Q3 2024. 160 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Everhart Financial Group held 3,514 shares of Lennar Class A worth $318K as of Q2 2026.
Everhart Financial Group sold 357 Lennar Class A shares in Q2 2026, an estimated $31.9K.
Lennar Class A made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #351 holding.
Everhart Financial Group first reported a position in Lennar Class A in Q4 2022 and has held it in 15 quarters since.
Everhart Financial Group's Lennar Class A position peaked at $1.13M in Q3 2024.
160 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.