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High Point Wealth Management’s Lennar Class A LEN Stock Holding History

High Point 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 		$27.6K Hold
305
– – 0.02% 175
2026
Q1 		$26.5K Hold
305
– – 0.03% 174
2025
Q4 		$31.4K Buy
+305
New +$36.8K 0.03% 172

Other funds holding LEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

High Point Wealth Management's LEN Position: Q2 2026 in Review

High Point Wealth Management held its Lennar Class A (LEN) position steady in Q2 2026 at 305 shares worth $27.6K. The position accounts for 0.02% of the portfolio, ranked #175.

High Point Wealth Management first reported a position in LEN in Q4 2025 and has held it in 3 quarters since. The position peaked at $31.4K in Q4 2025. 488 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • High Point Wealth Management held 305 shares of Lennar Class A worth $27.6K as of Q2 2026.
  • High Point Wealth Management left its Lennar Class A share count unchanged in Q2 2026.
  • Lennar Class A made up 0.02% of High Point Wealth Management's portfolio in Q2 2026, its #175 holding.
  • High Point Wealth Management first reported a position in Lennar Class A in Q4 2025 and has held it in 3 quarters since.
  • High Point Wealth Management's Lennar Class A position peaked at $31.4K in Q4 2025.
  • 488 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.