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Marshall & Sterling Wealth Advisors’s Lennar Class A LEN Stock Holding History

Marshall & Sterling Wealth Advisors’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
2025
Q4 		– Sell
-59
Closed -$7.44K – 504
2025
Q3 		$7.44K Hold
59
– – ﹤0.01% 423
2025
Q2 		$6.53K Buy
59
+6
+11% +$650 ﹤0.01% 434
2025
Q1 		$6.08K Buy
+53
New +$6.62K ﹤0.01% 427

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's LEN Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Lennar Class A (LEN) in Q4 2025, closing a stake of 59 shares — an estimated $7.44K sold.

Marshall & Sterling Wealth Advisors first reported a position in LEN in Q1 2025 and held it in 3 quarters. The position peaked at $7.44K in Q3 2025. 968 funds tracked by Wall St. Rank hold LEN as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Lennar Class A position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 59 Lennar Class A shares in Q4 2025, an estimated $7.44K.
  • Marshall & Sterling Wealth Advisors first reported a position in Lennar Class A in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Lennar Class A position peaked at $7.44K in Q3 2025.
  • 968 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.