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Heritage Trust’s Lennar Class A LEN Stock Holding History

Heritage Trust’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 		– Sell
-9,577
Closed -$985K – 313
2025
Q4 		$985K Sell
9,577
-83
-0.9% -$10K 0.1% 167
2025
Q3 		$1.22M Sell
9,660
-10
-0.1% -$1.24K 0.13% 153
2025
Q2 		$1.07M Sell
9,670
-45
-0.5% -$4.88K 0.12% 161
2025
Q1 		$1.12M Sell
9,715
-350
-3% -$43.7K 0.14% 146
2024
Q4 		$1.33M Buy
+10,065
New +$1.64M 0.16% 135
2024
Q2 		$1.46M Sell
10,065
-33
-0.3% -$5.02K 0.19% 120
2024
Q1 		$1.68M Buy
10,098
+716
+8% +$108K 0.23% 110
2023
Q4 		$1.35M Buy
+9,382
New +$1.13M 0.19% 124
2022
Q2 		– Sell
-8,711
Closed -$685K – 249
2022
Q1 		$685K Sell
8,711
-194
-2% -$17.5K 0.1% 161
2021
Q4 		$1M Buy
8,905
+3,316
+59% +$339K 0.13% 135
2021
Q3 		$507K Buy
5,589
+1,614
+41% +$160K 0.07% 178
2021
Q2 		$382K Buy
+3,975
New +$384K 0.05% 196

Other funds holding LEN

BlackRock
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)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
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
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

Heritage Trust's LEN Position: Q1 2026 in Review

Heritage Trust sold out of Lennar Class A (LEN) in Q1 2026, closing a stake of 9,577 shares — an estimated $985K sold.

Heritage Trust first reported a position in LEN in Q2 2021 and held it in 12 quarters. The position peaked at $1.68M in Q1 2024. 933 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Heritage Trust reported no remaining Lennar Class A position as of Q1 2026 after selling out during the quarter.
  • Heritage Trust sold 9,577 Lennar Class A shares in Q1 2026, an estimated $985K.
  • Heritage Trust first reported a position in Lennar Class A in Q2 2021 and held it in 12 quarters.
  • Heritage Trust's Lennar Class A position peaked at $1.68M in Q1 2024.
  • 933 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Heritage Trust's 13F filing for Q1 2026, filed 13 May 2026.