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Jupiter Wealth Management’s Lennar Class A LEN Stock Holding History

Jupiter Wealth Management’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
2025
Q4 		– Sell
-8,400
Closed -$1.06M – 95
2025
Q3 		$1.06M Buy
8,400
+1,000
+14% +$124K 0.5% 44
2025
Q2 		$969K Buy
+7,400
New +$802K 0.49% 45
2025
Q1 		– Sell
-6,577
Closed -$868K – 81
2024
Q4 		$868K Sell
6,577
-1,343
-17% -$218K 0.44% 50
2024
Q3 		$1.44M Buy
7,920
+77
+1% +$12.9K 0.74% 37
2024
Q2 		$1.34M Buy
7,843
+1,748
+29% +$266K 0.71% 39
2024
Q1 		$935K Buy
6,095
+413
+7% +$62.1K 0.49% 48
2023
Q4 		$820K Buy
5,682
+3,203
+129% +$386K 0.48% 52
2023
Q3 		$293K Sell
2,479
-2,893
-54% -$339K 0.19% 69
2023
Q2 		$652K Buy
5,372
+4,339
+420% +$474K 0.56% 42
2023
Q1 		$105K Buy
+1,033
New +$99.7K 0.1% 65

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jupiter Wealth Management's LEN Position: Q4 2025 in Review

Jupiter Wealth Management sold out of Lennar Class A (LEN) in Q4 2025, closing a stake of 8,400 shares — an estimated $1.06M sold.

Jupiter Wealth Management first reported a position in LEN in Q1 2023 and held it in 10 quarters. The position peaked at $1.44M in Q3 2024. 963 funds tracked by Wall St. Rank hold LEN as of Q4 2025.

  • Jupiter Wealth Management reported no remaining Lennar Class A position as of Q4 2025 after selling out during the quarter.
  • Jupiter Wealth Management sold 8,400 Lennar Class A shares in Q4 2025, an estimated $1.06M.
  • Jupiter Wealth Management first reported a position in Lennar Class A in Q1 2023 and held it in 10 quarters.
  • Jupiter Wealth Management's Lennar Class A position peaked at $1.44M in Q3 2024.
  • 963 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2025.

Based on Jupiter Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.