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

Lodestone 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
2026
Q2 		$1.44M Sell
15,948
-1,398
-8% -$125K 0.51% 60
2026
Q1 		$1.51M Sell
17,346
-136
-0.8% -$14.7K 0.6% 52
2025
Q4 		$1.8M Buy
17,482
+255
+1% +$30.8K 0.73% 42
2025
Q3 		$2.17M Buy
17,227
+3
+0% +$372 0.98% 36
2025
Q2 		$1.91M Buy
17,224
+44
+0.3% +$4.77K 0.93% 39
2025
Q1 		$1.97M Sell
17,180
-3,849
-18% -$481K 1.05% 37
2024
Q4 		$2.78M Sell
21,029
-1,628
-7% -$265K 1.39% 23
2024
Q3 		$4.11M Sell
22,657
-193
-0.8% -$32.3K 2.06% 10
2024
Q2 		$3.32M Sell
22,850
-604
-3% -$91.9K 1.75% 12
2024
Q1 		$3.9M Sell
23,454
-160
-0.7% -$24K 2.05% 8
2023
Q4 		$3.41M Sell
23,614
-2,184
-8% -$263K 1.97% 9
2023
Q3 		$2.8M Sell
25,798
-1,051
-4% -$123K 1.96% 12
2023
Q2 		$3.26M Buy
26,849
+24,334
+968% +$2.66M 2.23% 8
2023
Q1 		$2.25M Sell
2,515
-19,654
-89% -$1.9M 1.74% 14
2022
Q4 		$1.94M Buy
+22,169
New +$1.8M 1.57% 17

Other funds holding LEN

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Lodestone Wealth Management's LEN Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Lennar Class A (LEN) stake by 8.1% in Q2 2026, selling an estimated $125K and leaving 15,948 shares worth $1.44M. The position accounts for 0.51% of the portfolio, ranked #60.

Lodestone Wealth Management first reported a position in LEN in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.11M in Q3 2024. 289 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Lodestone Wealth Management held 15,948 shares of Lennar Class A worth $1.44M as of Q2 2026.
  • Lodestone Wealth Management sold 1,398 Lennar Class A shares in Q2 2026, an estimated $125K.
  • Lennar Class A made up 0.51% of Lodestone Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Lodestone Wealth Management first reported a position in Lennar Class A in Q4 2022 and has held it in 15 quarters since.
  • Lodestone Wealth Management's Lennar Class A position peaked at $4.11M in Q3 2024.
  • 289 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.