Golden State Wealth Management’s Lennar Class A LEN Stock Holding History

Golden State 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	$12.2K	Sell	135 -50	-27%	-$4.47K	﹤0.01%	1070
2026 Q1	$16.1K	Sell	185 -150	-45%	-$16.2K	﹤0.01%	968
2025 Q4	$34.4K	Sell	335 -200	-37%	-$24.2K	﹤0.01%	781
2025 Q3	$67.4K	Hold	535	–	–	0.01%	596
2025 Q2	$59.2K	Sell	535 -650	-55%	-$70.4K	0.01%	612
2025 Q1	$136K	Buy	1,185 +64	+6%	+$7.99K	0.02%	387
2024 Q4	$148K	Buy	+1,121	New	+$182K	0.02%	366
2022 Q1	–	Sell	-2,326	Closed	-$262K	–	335
2021 Q4	$262K	Sell	2,326 -133	-5%	-$13.6K	0.05%	313
2021 Q3	$223K	Sell	2,459 -232	-9%	-$23K	0.05%	273
2021 Q2	$259K	Sell	2,691 -620	-19%	-$59.9K	0.06%	246
2021 Q1	$324K	Buy	3,311 +352	+12%	+$29.6K	0.11%	137
2020 Q4	$218K	Buy	2,959 +480	+19%	+$36K	0.06%	222
2020 Q3	$196K	Buy	+2,479	New	+$176K	0.07%	194

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

Golden State Wealth Management's LEN Position: Q2 2026 in Review

Golden State Wealth Management reduced its Lennar Class A (LEN) stake by 27% in Q2 2026, selling an estimated $4.47K and leaving 135 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Golden State Wealth Management first reported a position in LEN in Q3 2020 and has held it in 13 quarters since. The position peaked at $324K in Q1 2021. 937 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Golden State Wealth Management held 135 shares of Lennar Class A worth $12.2K as of Q2 2026.
Golden State Wealth Management sold 50 Lennar Class A shares in Q2 2026, an estimated $4.47K.
Lennar Class A made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1070 holding.
Golden State Wealth Management first reported a position in Lennar Class A in Q3 2020 and has held it in 13 quarters since.
Golden State Wealth Management's Lennar Class A position peaked at $324K in Q1 2021.
937 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.