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Independent Advisor Alliance’s Lennar Class A LEN Stock Holding History

Independent Advisor Alliance’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
-2,521
Closed -$259K – 1634
2025
Q4 		$259K Sell
2,521
-14,411
-85% -$1.74M 0.01% 842
2025
Q3 		$2.13M Buy
16,932
+2,066
+14% +$256K 0.06% 280
2025
Q2 		$1.64M Buy
14,866
+2,735
+23% +$296K 0.05% 319
2025
Q1 		$1.39M Buy
12,131
+818
+7% +$102K 0.05% 313
2024
Q4 		$1.49M Buy
+11,313
New +$1.84M 0.02% 604
2024
Q3 		– Sell
-1,488
Closed -$216K – 741
2024
Q2 		$216K Buy
1,488
+143
+11% +$21.8K 0.01% 656
2024
Q1 		$224K Buy
+1,345
New +$202K 0.01% 639
2022
Q3 		– Sell
-3,178
Closed -$217K – 646
2022
Q2 		$217K Sell
3,178
-30,349
-91% -$2.22M 0.01% 557
2022
Q1 		$2.63M Buy
33,527
+31,152
+1,312% +$2.81M 0.13% 144
2021
Q4 		$267K Sell
2,375
-2,223
-48% -$227K 0.01% 552
2021
Q3 		$417K Buy
4,598
+797
+21% +$78.9K 0.02% 414
2021
Q2 		$366K Buy
3,801
+10
+0.3% +$966 0.02% 464
2021
Q1 		$372K Buy
+3,791
New +$319K 0.02% 435
2020
Q4 		– Sell
-2,602
Closed -$206K – 592
2020
Q3 		$206K Buy
+2,602
New +$185K 0.02% 449

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

Independent Advisor Alliance's LEN Position: Q1 2026 in Review

Independent Advisor Alliance sold out of Lennar Class A (LEN) in Q1 2026, closing a stake of 2,521 shares — an estimated $259K sold.

Independent Advisor Alliance first reported a position in LEN in Q3 2020 and held it in 14 quarters. The position peaked at $2.63M in Q1 2022. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Independent Advisor Alliance reported no remaining Lennar Class A position as of Q1 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 2,521 Lennar Class A shares in Q1 2026, an estimated $259K.
  • Independent Advisor Alliance first reported a position in Lennar Class A in Q3 2020 and held it in 14 quarters.
  • Independent Advisor Alliance's Lennar Class A position peaked at $2.63M in Q1 2022.
  • 932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.