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

Heritage 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
2026
Q2 		$25.5K Hold
282
– – ﹤0.01% 409
2026
Q1 		$24.5K Hold
282
– – ﹤0.01% 410
2025
Q4 		$29K Sell
282
-60
-18% -$7.25K ﹤0.01% 370
2025
Q3 		$43.1K Hold
342
– – ﹤0.01% 312
2025
Q2 		$37.8K Hold
342
– – ﹤0.01% 317
2025
Q1 		$39.3K Sell
342
-33
-9% -$4.12K ﹤0.01% 318
2024
Q4 		$49.5K Sell
375
-15
-4% -$2.44K ﹤0.01% 308
2024
Q3 		$70.9K Buy
390
+92
+31% +$15.4K ﹤0.01% 298
2024
Q2 		$43.2K Hold
298
– – ﹤0.01% 322
2024
Q1 		$49.5K Hold
298
– – ﹤0.01% 326
2023
Q4 		$42.9K Hold
298
– – ﹤0.01% 348
2023
Q3 		$32.3K Hold
298
– – ﹤0.01% 340
2023
Q2 		$36.1K Sell
298
-18
-6% -$1.96K ﹤0.01% 357
2023
Q1 		$32.2K Sell
316
-129
-29% -$12.5K ﹤0.01% 365
2022
Q4 		$39K Buy
+445
New +$36K ﹤0.01% 354
2021
Q1 		– Sell
-568
Closed -$42K – 585
2020
Q4 		$42K Buy
568
+206
+57% +$15.4K ﹤0.01% 342
2020
Q3 		$28.6K Buy
362
+104
+40% +$7.39K ﹤0.01% 319
2020
Q2 		$15.4K Hold
258
– – ﹤0.01% 354
2020
Q1 		$9.55K Hold
258
– – ﹤0.01% 375
2019
Q4 		$13.9K Hold
258
– – ﹤0.01% 404
2019
Q3 		$13K Hold
258
– – ﹤0.01% 378
2019
Q2 		$12.1K Hold
258
– – ﹤0.01% 378
2019
Q1 		$12.3K Hold
258
– – ﹤0.01% 351
2018
Q4 		$9K Hold
258
– – ﹤0.01% 316
2018
Q3 		$11K Buy
+258
New +$13K ﹤0.01% 299

Other funds holding LEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heritage Wealth Advisors's LEN Position: Q2 2026 in Review

Heritage Wealth Advisors held its Lennar Class A (LEN) position steady in Q2 2026 at 282 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Heritage Wealth Advisors first reported a position in LEN in Q3 2018 and has held it in 25 quarters since. The position peaked at $70.9K in Q3 2024. 937 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Heritage Wealth Advisors held 282 shares of Lennar Class A worth $25.5K as of Q2 2026.
  • Heritage Wealth Advisors left its Lennar Class A share count unchanged in Q2 2026.
  • Lennar Class A made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #409 holding.
  • Heritage Wealth Advisors first reported a position in Lennar Class A in Q3 2018 and has held it in 25 quarters since.
  • Heritage Wealth Advisors's Lennar Class A position peaked at $70.9K in Q3 2024.
  • 937 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.