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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
Q2 		$246K Sell
2,718
-63
-2% -$5.63K 0.12% 71
2026
Q1 		$242K Buy
2,781
+44
+2% +$4.75K 0.15% 58
2025
Q4 		$307K Buy
+2,737
New +$331K 0.18% 45

Other funds holding LEN

SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AMAL
Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIM
Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Instrumental Wealth's LEN Position: Q2 2026 in Review

Instrumental Wealth reduced its Lennar Class A (LEN) stake by 2.3% in Q2 2026, selling an estimated $5.63K and leaving 2,718 shares worth $246K. The position accounts for 0.12% of the portfolio, ranked #71.

Instrumental Wealth first reported a position in LEN in Q4 2025 and has held it in 3 quarters since. The position peaked at $307K in Q4 2025. 248 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Instrumental Wealth held 2,718 shares of Lennar Class A worth $246K as of Q2 2026.
  • Instrumental Wealth sold 63 Lennar Class A shares in Q2 2026, an estimated $5.63K.
  • Lennar Class A made up 0.12% of Instrumental Wealth's portfolio in Q2 2026, its #71 holding.
  • Instrumental Wealth first reported a position in Lennar Class A in Q4 2025 and has held it in 3 quarters since.
  • Instrumental Wealth's Lennar Class A position peaked at $307K in Q4 2025.
  • 248 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.