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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
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 $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

Integrated Wealth Concepts's LEN Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Lennar Class A (LEN) stake by 19% in Q1 2026, buying an estimated $723K and bringing the position to 42,597 shares worth $3.7M. The position accounts for 0.03% of the portfolio, ranked #525.

Integrated Wealth Concepts first reported a position in LEN in Q1 2023 and has held it in 13 quarters since. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Integrated Wealth Concepts held 42,597 shares of Lennar Class A worth $3.7M as of Q1 2026.
  • Integrated Wealth Concepts bought 6,689 Lennar Class A shares in Q1 2026, an estimated $723K.
  • Lennar Class A made up 0.03% of Integrated Wealth Concepts's portfolio in Q1 2026, its #525 holding.
  • Integrated Wealth Concepts first reported a position in Lennar Class A in Q1 2023 and has held it in 13 quarters since.
  • 932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.