Instrumental Wealth
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Instrumental Wealth’s Lennar Class A LEN Stock Holding History

Instrumental Wealth’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
Q3 		$216K Sell
2,653
-65
-2% -$5.46K 0.11% 83
2026
Q2 		$246K Sell
2,718
-63
-2% -$5.63K 0.12% 71
2026
Q1 		$242K Buy
2,781
+44
+2% +$4.76K 0.15% 58
2025
Q4 		$307K Buy
+2,737
New +$331K 0.18% 45

Other funds holding LEN

GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Instrumental Wealth's LEN Position: Q3 2026 in Review

Instrumental Wealth reduced its Lennar Class A (LEN) stake by 2.4% in Q3 2026, selling an estimated $5.46K and leaving 2,653 shares worth $216K. The position accounts for 0.11% of the portfolio, ranked #83.

Instrumental Wealth first reported a position in LEN in Q4 2025 and has held it in 4 quarters since. The position peaked at $307K in Q4 2025. 462 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

  • Instrumental Wealth held 2,653 shares of Lennar Class A worth $216K as of Q3 2026.
  • Instrumental Wealth sold 65 Lennar Class A shares in Q3 2026, an estimated $5.46K.
  • Lennar Class A made up 0.11% of Instrumental Wealth's portfolio in Q3 2026, its #83 holding.
  • Instrumental Wealth first reported a position in Lennar Class A in Q4 2025 and has held it in 4 quarters since.
  • Instrumental Wealth's Lennar Class A position peaked at $307K in Q4 2025.
  • 462 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.