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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
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

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

Live Oak Private Wealth's LEN Position: Q2 2026 in Review

Live Oak Private Wealth reduced its Lennar Class A (LEN) stake by 7.7% in Q2 2026, selling an estimated $388K and leaving 52,228 shares worth $4.73M. The position accounts for 0.59% of the portfolio, ranked #58.

Live Oak Private Wealth first reported a position in LEN in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.91M in Q1 2026. 936 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Live Oak Private Wealth held 52,228 shares of Lennar Class A worth $4.73M as of Q2 2026.
  • Live Oak Private Wealth sold 4,336 Lennar Class A shares in Q2 2026, an estimated $388K.
  • Lennar Class A made up 0.59% of Live Oak Private Wealth's portfolio in Q2 2026, its #58 holding.
  • Live Oak Private Wealth first reported a position in Lennar Class A in Q4 2025 and has held it in 3 quarters since.
  • Live Oak Private Wealth's Lennar Class A position peaked at $4.91M in Q1 2026.
  • 936 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.