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Measured Wealth Private Client Group’s Lennar Class A LEN Stock Holding History

Measured Wealth Private Client Group’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 		– Sell
-268
Closed -$27.6K – 755
2025
Q4 		$27.6K Sell
268
-174
-39% -$21K 0.01% 406
2025
Q3 		$55.7K Sell
442
-1,558
-78% -$193K 0.02% 289
2025
Q2 		$221K Sell
2,000
-2,482
-55% -$269K 0.07% 168
2025
Q1 		$514K Buy
4,482
+560
+14% +$69.9K 0.17% 87
2024
Q4 		$518K Buy
3,922
+226
+6% +$36.7K 0.17% 80
2024
Q3 		$671K Sell
3,696
-146
-4% -$24.5K 0.22% 59
2024
Q2 		$557K Buy
3,842
+38
+1% +$5.78K 0.2% 77
2024
Q1 		$633K Buy
3,804
+129
+4% +$19.4K 0.22% 76
2023
Q4 		$530K Buy
3,675
+130
+4% +$15.7K 0.2% 85
2023
Q3 		$385K Buy
3,545
+283
+9% +$33.2K 0.15% 106
2023
Q2 		$396K Buy
3,262
+14
+0.4% +$1.53K 0.15% 116
2023
Q1 		$330K Buy
+3,248
New +$314K 0.13% 124
2022
Q2 		– Sell
-2,796
Closed -$220K – 192
2022
Q1 		$220K Buy
+2,796
New +$252K 0.08% 157

Other funds holding LEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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

Measured Wealth Private Client Group's LEN Position: Q1 2026 in Review

Measured Wealth Private Client Group sold out of Lennar Class A (LEN) in Q1 2026, closing a stake of 268 shares — an estimated $27.6K sold.

Measured Wealth Private Client Group first reported a position in LEN in Q1 2022 and held it in 13 quarters. The position peaked at $671K in Q3 2024. 938 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Measured Wealth Private Client Group reported no remaining Lennar Class A position as of Q1 2026 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 268 Lennar Class A shares in Q1 2026, an estimated $27.6K.
  • Measured Wealth Private Client Group first reported a position in Lennar Class A in Q1 2022 and held it in 13 quarters.
  • Measured Wealth Private Client Group's Lennar Class A position peaked at $671K in Q3 2024.
  • 938 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.