Live Oak Private Wealth
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Live Oak Private Wealth’s Lennar Class A LEN Stock Holding History

Live Oak Private Wealth’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
Q3 		$3.89M Sell
47,669
-4,559
-9% -$383K 0.47% 63
2026
Q2 		$4.73M Sell
52,228
-4,336
-8% -$388K 0.59% 58
2026
Q1 		$4.91M Buy
56,564
+47,425
+519% +$5.13M 0.68% 52
2025
Q4 		$939K Buy
+9,139
New +$1.1M 0.13% 103

Other funds holding LEN

GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Live Oak Private Wealth's LEN Position: Q3 2026 in Review

Live Oak Private Wealth reduced its Lennar Class A (LEN) stake by 8.7% in Q3 2026, selling an estimated $383K and leaving 47,669 shares worth $3.89M. The position accounts for 0.47% of the portfolio, ranked #63.

Live Oak Private Wealth first reported a position in LEN in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.91M in Q1 2026. 607 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

  • Live Oak Private Wealth held 47,669 shares of Lennar Class A worth $3.89M as of Q3 2026.
  • Live Oak Private Wealth sold 4,559 Lennar Class A shares in Q3 2026, an estimated $383K.
  • Lennar Class A made up 0.47% of Live Oak Private Wealth's portfolio in Q3 2026, its #63 holding.
  • Live Oak Private Wealth first reported a position in Lennar Class A in Q4 2025 and has held it in 4 quarters since.
  • Live Oak Private Wealth's Lennar Class A position peaked at $4.91M in Q1 2026.
  • 607 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on Live Oak Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.