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

Mission 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
2025
Q3 		– Sell
-3,073
Closed -$340K – 729
2025
Q2 		$340K Buy
+3,073
New +$333K 0.01% 559
2015
Q4 		– Sell
-9,508
Closed -$436K – 143
2015
Q3 		$436K Buy
9,508
+5,253
+123% +$258K 0.13% 73
2015
Q2 		$210K Buy
+4,255
New +$196K 0.07% 128

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mission Wealth Management's LEN Position: Q3 2025 in Review

Mission Wealth Management sold out of Lennar Class A (LEN) in Q3 2025, closing a stake of 3,073 shares — an estimated $340K sold.

Mission Wealth Management first reported a position in LEN in Q2 2015 and held it in 3 quarters. The position peaked at $436K in Q3 2015. 981 funds tracked by Wall St. Rank hold LEN as of Q3 2025.

  • Mission Wealth Management reported no remaining Lennar Class A position as of Q3 2025 after selling out during the quarter.
  • Mission Wealth Management sold 3,073 Lennar Class A shares in Q3 2025, an estimated $340K.
  • Mission Wealth Management first reported a position in Lennar Class A in Q2 2015 and held it in 3 quarters.
  • Mission Wealth Management's Lennar Class A position peaked at $436K in Q3 2015.
  • 981 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2025.

Based on Mission Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.