GoalVest Advisory’s Lennar Class A LEN Stock Holding History

GoalVest Advisory’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 Q3	$5.96K	Buy	+73	New	+$6.13K	﹤0.01%	533
2025 Q2	–	Sell	-3	Closed	-$344	–	464
2025 Q1	$344	Buy	+3	New	+$375	﹤0.01%	396
2022 Q2	–	Sell	-3	Closed	–	–	440
2022 Q1	$0	Buy	+3	New	+$270	﹤0.01%	450

Other funds holding LEN

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

GoalVest Advisory's LEN Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Lennar Class A (LEN) in Q3 2026: 73 shares worth $5.96K. The stake represents ﹤0.01% of the portfolio and ranks #533 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in LEN as recently as Q1 2025.

GoalVest Advisory first reported a position in LEN in Q1 2022 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

GoalVest Advisory held 73 shares of Lennar Class A worth $5.96K as of Q3 2026.
Lennar Class A was a new GoalVest Advisory position in Q3 2026.
Lennar Class A made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #533 holding.
GoalVest Advisory first reported a position in Lennar Class A in Q1 2022 and has held it in 3 quarters since.
8 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.