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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
Q2 		$2.41K Sell
27
-330
-92% -$29.5K ﹤0.01% 951
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 $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

Medallion Wealth Advisors's LEN Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Lennar Class A (LEN) stake by 92% in Q2 2026, selling an estimated $29.5K and leaving 27 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Medallion Wealth Advisors first reported a position in LEN in Q4 2024 and has held it in 7 quarters since. The position peaked at $91.3K in Q3 2025. 938 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Medallion Wealth Advisors held 27 shares of Lennar Class A worth $2.41K as of Q2 2026.
  • Medallion Wealth Advisors sold 330 Lennar Class A shares in Q2 2026, an estimated $29.5K.
  • Lennar Class A made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #951 holding.
  • Medallion Wealth Advisors first reported a position in Lennar Class A in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Lennar Class A position peaked at $91.3K in Q3 2025.
  • 938 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.