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

Heartwood 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
2025
Q4 		– Sell
-18
Closed -$2.27K – 421
2025
Q3 		$2.27K Buy
+18
New +$2.23K ﹤0.01% 485

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heartwood Wealth Advisors's LEN Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Lennar Class A (LEN) in Q4 2025, closing a stake of 18 shares — an estimated $2.27K sold.

Heartwood Wealth Advisors first reported a position in LEN in Q3 2025 and held it in 1 quarter. The position peaked at $2.27K in Q3 2025. 963 funds tracked by Wall St. Rank hold LEN as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Lennar Class A position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 18 Lennar Class A shares in Q4 2025, an estimated $2.27K.
  • Heartwood Wealth Advisors first reported a position in Lennar Class A in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Lennar Class A position peaked at $2.27K in Q3 2025.
  • 963 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.