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JFS Wealth Advisors’s Lennar Class A LEN Stock Holding History

JFS Wealth Advisors’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 		$14.5K Buy
160
+44
+38% +$3.93K ﹤0.01% 858
2026
Q1 		$10.1K Buy
116
+20
+21% +$2.16K ﹤0.01% 948
2025
Q4 		$9.87K Sell
96
-19
-17% -$2.29K ﹤0.01% 983
2025
Q3 		$14.5K Buy
115
+2
+2% +$248 ﹤0.01% 773
2025
Q2 		$12.5K Hold
113
– – ﹤0.01% 795
2025
Q1 		$13K Sell
113
-7
-6% -$874 ﹤0.01% 790
2024
Q4 		$15.8K Hold
120
– – ﹤0.01% 705
2024
Q3 		$21.7K Buy
120
+3
+3% +$503 ﹤0.01% 622
2024
Q2 		$16.9K Hold
117
– – ﹤0.01% 640
2024
Q1 		$19.4K Hold
117
– – ﹤0.01% 633
2023
Q4 		$16.8K Sell
117
-1
-0.8% -$120 ﹤0.01% 627
2023
Q3 		$12.8K Hold
118
– – ﹤0.01% 645
2023
Q2 		$14.3K Hold
118
– – ﹤0.01% 615
2023
Q1 		$12K Sell
118
-3
-2% -$290 ﹤0.01% 654
2022
Q4 		$10.6K Sell
121
-3
-2% -$243 ﹤0.01% 685
2022
Q3 		$9K Sell
124
-21
-14% -$1.63K ﹤0.01% 771
2022
Q2 		$10K Buy
145
+92
+174% +$6.74K ﹤0.01% 765
2022
Q1 		$4K Buy
53
+18
+51% +$1.62K ﹤0.01% 1150
2021
Q4 		$4K Buy
+35
New +$3.58K ﹤0.01% 866
2016
Q2 		– Sell
-41
Closed -$2K – 570
2016
Q1 		$2K Buy
+41
New +$1.68K ﹤0.01% 522

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

JFS Wealth Advisors's LEN Position: Q2 2026 in Review

JFS Wealth Advisors increased its Lennar Class A (LEN) stake by 38% in Q2 2026, buying an estimated $3.93K and bringing the position to 160 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

JFS Wealth Advisors first reported a position in LEN in Q1 2016 and has held it in 20 quarters since. The position peaked at $21.7K in Q3 2024. 933 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • JFS Wealth Advisors held 160 shares of Lennar Class A worth $14.5K as of Q2 2026.
  • JFS Wealth Advisors bought 44 Lennar Class A shares in Q2 2026, an estimated $3.93K.
  • Lennar Class A made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #858 holding.
  • JFS Wealth Advisors first reported a position in Lennar Class A in Q1 2016 and has held it in 20 quarters since.
  • JFS Wealth Advisors's Lennar Class A position peaked at $21.7K in Q3 2024.
  • 933 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.