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

EverSource 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 		$251K Sell
2,776
-1,179
-30% -$105K 0.01% 894
2026
Q1 		$343K Buy
3,955
+1,800
+84% +$195K 0.01% 780
2025
Q4 		$222K Sell
2,155
-522
-19% -$63K 0.01% 900
2025
Q3 		$337K Buy
2,677
+50
+2% +$6.21K 0.01% 673
2025
Q2 		$291K Buy
2,627
+331
+14% +$35.9K 0.01% 682
2025
Q1 		$264K Buy
2,296
+16
+0.7% +$2K 0.01% 568
2024
Q4 		$301K Buy
2,280
+18
+0.8% +$2.92K 0.02% 504
2024
Q3 		$411K Sell
2,262
-57
-2% -$9.55K 0.03% 376
2024
Q2 		$397K Sell
2,319
-125
-5% -$19K 0.03% 361
2024
Q1 		$359K Sell
2,444
-242
-9% -$36.4K 0.03% 337
2023
Q4 		$388K Sell
2,686
-859
-24% -$103K 0.04% 287
2023
Q3 		$385K Sell
3,545
-596
-14% -$69.9K 0.04% 258
2023
Q2 		$502K Sell
4,141
-275
-6% -$30K 0.06% 228
2023
Q1 		$449K Buy
4,416
+2,995
+211% +$289K 0.06% 231
2022
Q4 		$125K Buy
1,421
+885
+165% +$71.7K 0.02% 451
2022
Q3 		$39K Buy
536
+64
+14% +$4.97K 0.01% 699
2022
Q2 		$33K Buy
472
+91
+24% +$6.67K 0.01% 704
2022
Q1 		$29K Buy
381
+193
+103% +$17.4K 0.01% 580
2021
Q4 		$21K Buy
+188
New +$19.2K 0.01% 663

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

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

EverSource Wealth Advisors reduced its Lennar Class A (LEN) stake by 30% in Q2 2026, selling an estimated $105K and leaving 2,776 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #894.

EverSource Wealth Advisors first reported a position in LEN in Q4 2021 and has held it in 19 quarters since. The position peaked at $502K in Q2 2023. 933 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • EverSource Wealth Advisors held 2,776 shares of Lennar Class A worth $251K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,179 Lennar Class A shares in Q2 2026, an estimated $105K.
  • Lennar Class A made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #894 holding.
  • EverSource Wealth Advisors first reported a position in Lennar Class A in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Lennar Class A position peaked at $502K in Q2 2023.
  • 933 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.