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Integrated Wealth Concepts’s Lennar Class A LEN Stock Holding History

Integrated Wealth Concepts’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 		$4.54M Buy
50,118
+7,521
+18% +$672K 0.03% 519
2026
Q1 		$3.7M Buy
42,597
+6,689
+19% +$723K 0.03% 525
2025
Q4 		$3.69M Buy
35,908
+6,834
+24% +$825K 0.04% 367
2025
Q3 		$3.66M Sell
29,074
-1,669
-5% -$207K 0.03% 470
2025
Q2 		$3.4M Buy
30,743
+394
+1% +$42.7K 0.03% 452
2025
Q1 		$3.48M Buy
30,349
+5,873
+24% +$733K 0.04% 410
2024
Q4 		$3.23M Buy
24,476
+4,274
+21% +$695K 0.04% 407
2024
Q3 		$3.67M Buy
20,202
+1,128
+6% +$189K 0.04% 361
2024
Q2 		$2.77M Buy
19,074
+2,127
+13% +$324K 0.04% 405
2024
Q1 		$2.82M Buy
16,947
+3,287
+24% +$494K 0.04% 402
2023
Q4 		$1.97M Sell
13,660
-2,759
-17% -$332K 0.03% 488
2023
Q3 		$1.78M Buy
16,419
+6,151
+60% +$722K 0.03% 491
2023
Q2 		$1.25M Sell
10,268
-6,286
-38% -$686K 0.02% 604
2023
Q1 		$1.68M Buy
+16,554
New +$1.6M 0.03% 466

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

Integrated Wealth Concepts's LEN Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Lennar Class A (LEN) stake by 18% in Q2 2026, buying an estimated $672K and bringing the position to 50,118 shares worth $4.54M. The position accounts for 0.03% of the portfolio, ranked #519.

Integrated Wealth Concepts first reported a position in LEN in Q1 2023 and has held it in 14 quarters since. 938 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Integrated Wealth Concepts held 50,118 shares of Lennar Class A worth $4.54M as of Q2 2026.
  • Integrated Wealth Concepts bought 7,521 Lennar Class A shares in Q2 2026, an estimated $672K.
  • Lennar Class A made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #519 holding.
  • Integrated Wealth Concepts first reported a position in Lennar Class A in Q1 2023 and has held it in 14 quarters since.
  • 938 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.