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Medallion Wealth Advisors’s Lennar Class A LEN Stock Holding History

Medallion 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
2026
Q1 		$31K Sell
357
-311
-47% -$33.6K 0.01% 572
2025
Q4 		$68.8K Sell
668
-55
-8% -$6.64K 0.02% 419
2025
Q3 		$91.3K Hold
723
– – 0.03% 365
2025
Q2 		$83.1K Sell
723
-26
-3% -$2.82K 0.03% 376
2025
Q1 		$85.8K Buy
749
+289
+63% +$36.1K 0.04% 334
2024
Q4 		$61.3K Buy
+460
New +$74.8K 0.03% 374

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 $8.66B AUM 17.37% 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

Medallion Wealth Advisors's LEN Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Lennar Class A (LEN) stake by 47% in Q1 2026, selling an estimated $33.6K and leaving 357 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #572.

Medallion Wealth Advisors first reported a position in LEN in Q4 2024 and has held it in 6 quarters since. The position peaked at $91.3K in Q3 2025. 933 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Medallion Wealth Advisors held 357 shares of Lennar Class A worth $31K as of Q1 2026.
  • Medallion Wealth Advisors sold 311 Lennar Class A shares in Q1 2026, an estimated $33.6K.
  • Lennar Class A made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #572 holding.
  • Medallion Wealth Advisors first reported a position in Lennar Class A in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Lennar Class A position peaked at $91.3K in Q3 2025.
  • 933 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.