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

Evermay 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	–	Sell	-25	Closed	-$2.17K	–	673
2026 Q1	$2.17K	Hold	25	–	–	﹤0.01%	545
2025 Q4	$2.57K	Hold	25	–	–	﹤0.01%	504
2025 Q3	$3.15K	Hold	25	–	–	﹤0.01%	485
2025 Q2	$2.77K	Hold	25	–	–	﹤0.01%	492
2025 Q1	$2.87K	Sell	25 -1	-4%	-$125	﹤0.01%	505
2024 Q4	$3.41K	Hold	26	–	–	﹤0.01%	500
2024 Q3	$4.69K	Hold	26	–	–	﹤0.01%	508
2024 Q2	$3.75K	Hold	26	–	–	﹤0.01%	512
2024 Q1	$4.3K	Sell	26 -3	-10%	-$451	﹤0.01%	506
2023 Q4	$4.17K	Buy	29 +3	+12%	+$361	﹤0.01%	489
2023 Q3	$2.81K	Hold	26	–	–	﹤0.01%	486
2023 Q2	$3.13K	Hold	26	–	–	﹤0.01%	474
2023 Q1	$2.63K	Hold	26	–	–	﹤0.01%	475
2022 Q4	$2.26K	Hold	26	–	–	﹤0.01%	490
2022 Q3	$2K	Hold	26	–	–	﹤0.01%	479
2022 Q2	$2K	Hold	26	–	–	﹤0.01%	477
2022 Q1	$2K	Sell	26 -299	-92%	-$26.9K	﹤0.01%	489
2021 Q4	$37K	Sell	325 -104	-24%	-$10.6K	0.01%	306
2021 Q3	$39K	Hold	429	–	–	0.01%	291
2021 Q2	$41K	Buy	+429	New	+$41.4K	0.01%	306

Other funds holding LEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Evermay Wealth Management sold out of Lennar Class A (LEN) in Q2 2026, closing a stake of 25 shares — an estimated $2.17K sold.

Evermay Wealth Management first reported a position in LEN in Q2 2021 and held it in 20 quarters. The position peaked at $41K in Q2 2021. 937 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Evermay Wealth Management reported no remaining Lennar Class A position as of Q2 2026 after selling out during the quarter.
Evermay Wealth Management sold 25 Lennar Class A shares in Q2 2026, an estimated $2.17K.
Evermay Wealth Management first reported a position in Lennar Class A in Q2 2021 and held it in 20 quarters.
Evermay Wealth Management's Lennar Class A position peaked at $41K in Q2 2021.
937 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.