Kestra Advisory Services’s Lennar Class A LEN Stock Holding History

Kestra Advisory Services’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	$1.88M	Sell	21,690 -397	-2%	-$42.9K	0.01%	1348
2025 Q4	$2.27M	Sell	22,087 -6,150	-22%	-$743K	0.01%	1147
2025 Q3	$3.56M	Buy	28,237 +1,876	+7%	+$233K	0.02%	861
2025 Q2	$2.92M	Buy	26,361 +2,576	+11%	+$279K	0.01%	890
2025 Q1	$2.73M	Buy	23,785 +6,318	+36%	+$789K	0.01%	846
2024 Q4	$2.31M	Buy	17,467 +3,568	+26%	+$580K	0.01%	927
2024 Q3	$2.52M	Sell	13,899 -5,256	-27%	-$881K	0.01%	849
2024 Q2	$2.39M	Sell	19,155 -4,569	-19%	-$695K	0.01%	882
2024 Q1	$3.95M	Sell	23,724 -5,997	-20%	-$901K	0.03%	603
2023 Q4	$4.29M	Buy	29,721 +560	+2%	+$67.4K	0.03%	508
2023 Q3	$3.17M	Buy	29,161 +3,214	+12%	+$377K	0.03%	528
2023 Q2	$3.15M	Sell	25,947 -6,967	-21%	-$760K	0.03%	526
2023 Q1	$3.35M	Sell	32,914 -33,654	-51%	-$3.25M	0.04%	473
2022 Q4	$5.83M	Buy	66,568 +28,429	+75%	+$2.3M	0.05%	381
2022 Q3	$2.75M	Buy	38,139 +4,388	+13%	+$341K	0.03%	556
2022 Q2	$2.31M	Buy	33,751 +30,066	+816%	+$2.2M	0.02%	621
2022 Q1	$290K	Sell	3,685 -3,036	-45%	-$274K	﹤0.01%	1614
2021 Q4	$756K	Buy	6,721 +90	+1%	+$9.2K	0.01%	1099
2021 Q3	$601K	Buy	6,631 +152	+2%	+$15K	0.01%	1289
2021 Q2	$623K	Sell	6,479 -1,374	-17%	-$133K	0.01%	1166
2021 Q1	$770K	Buy	7,853 +3,025	+63%	+$254K	0.01%	984
2020 Q4	$365K	Buy	4,828 +4,725	+4,587%	+$354K	﹤0.01%	1362
2020 Q3	$578K	Buy	+103	New	+$7.32K	0.01%	823

Other funds holding LEN

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) New York $29.8B AUM 12.13% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kestra Advisory Services's LEN Position: Q1 2026 in Review

Kestra Advisory Services reduced its Lennar Class A (LEN) stake by 1.8% in Q1 2026, selling an estimated $42.9K and leaving 21,690 shares worth $1.88M. The position accounts for 0.01% of the portfolio, ranked #1348.

Kestra Advisory Services first reported a position in LEN in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.83M in Q4 2022. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

Kestra Advisory Services held 21,690 shares of Lennar Class A worth $1.88M as of Q1 2026.
Kestra Advisory Services sold 397 Lennar Class A shares in Q1 2026, an estimated $42.9K.
Lennar Class A made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1348 holding.
Kestra Advisory Services first reported a position in Lennar Class A in Q3 2020 and has held it in 23 quarters since.
Kestra Advisory Services's Lennar Class A position peaked at $5.83M in Q4 2022.
932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.