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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
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

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

Live Oak Private Wealth's LEN Position: Q1 2026 in Review

Live Oak Private Wealth increased its Lennar Class A (LEN) stake by 519% in Q1 2026, buying an estimated $5.13M and bringing the position to 56,564 shares worth $4.91M. The position accounts for 0.68% of the portfolio, ranked #52.

Live Oak Private Wealth first reported a position in LEN in Q4 2025 and has held it in 2 quarters since. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Live Oak Private Wealth held 56,564 shares of Lennar Class A worth $4.91M as of Q1 2026.
  • Live Oak Private Wealth bought 47,425 Lennar Class A shares in Q1 2026, an estimated $5.13M.
  • Lennar Class A made up 0.68% of Live Oak Private Wealth's portfolio in Q1 2026, its #52 holding.
  • Live Oak Private Wealth first reported a position in Lennar Class A in Q4 2025 and has held it in 2 quarters since.
  • 932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.