Golden State Equity Partners’s Lennar Class A LEN Stock Holding History

Golden State Equity Partners’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 Q1	$9.08K	Sell	104 -4,114	-98%	-$445K	﹤0.01%	1326
2025 Q4	$434K	Sell	4,218 -700	-14%	-$84.5K	0.07%	310
2025 Q3	$620K	Buy	4,918 +334	+7%	+$41.5K	0.1%	227
2025 Q2	$507K	Sell	4,584 -630	-12%	-$68.3K	0.09%	245
2025 Q1	$598K	Buy	5,214 +1,171	+29%	+$146K	0.12%	214
2024 Q4	$534K	Sell	4,043 -539	-12%	-$87.6K	0.1%	221
2024 Q3	$832K	Buy	4,582 +323	+8%	+$54.1K	0.44%	43
2024 Q2	$618K	Buy	+4,259	New	+$648K	0.13%	178
2023 Q4	$518K	Buy	3,590 +315	+10%	+$37.9K	0.13%	184
2023 Q3	$356K	Buy	3,275 +296	+10%	+$34.7K	0.1%	217
2023 Q2	$361K	Buy	2,979 +762	+34%	+$83.2K	0.1%	229
2023 Q1	$226K	Buy	+2,217	New	+$214K	0.12%	187

Other funds holding LEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Golden State Equity Partners's LEN Position: Q1 2026 in Review

Golden State Equity Partners reduced its Lennar Class A (LEN) stake by 98% in Q1 2026, selling an estimated $445K and leaving 104 shares worth $9.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

Golden State Equity Partners first reported a position in LEN in Q1 2023 and has held it in 12 quarters since. The position peaked at $832K in Q3 2024. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

Golden State Equity Partners held 104 shares of Lennar Class A worth $9.08K as of Q1 2026.
Golden State Equity Partners sold 4,114 Lennar Class A shares in Q1 2026, an estimated $445K.
Lennar Class A made up ﹤0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #1326 holding.
Golden State Equity Partners first reported a position in Lennar Class A in Q1 2023 and has held it in 12 quarters since.
Golden State Equity Partners's Lennar Class A position peaked at $832K in Q3 2024.
932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.