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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GoalVest Advisory's LEN Position: Q2 2025 in Review

GoalVest Advisory sold out of Lennar Class A (LEN) in Q2 2025, closing a stake of 3 shares — an estimated $344 sold.

GoalVest Advisory first reported a position in LEN in Q1 2022 and held it in 2 quarters. The position peaked at $344 in Q1 2025. 939 funds tracked by Wall St. Rank hold LEN as of Q2 2025.

  • GoalVest Advisory reported no remaining Lennar Class A position as of Q2 2025 after selling out during the quarter.
  • GoalVest Advisory sold 3 Lennar Class A shares in Q2 2025, an estimated $344.
  • GoalVest Advisory first reported a position in Lennar Class A in Q1 2022 and held it in 2 quarters.
  • GoalVest Advisory's Lennar Class A position peaked at $344 in Q1 2025.
  • 939 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.