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
2026 Q2	$298K	Buy	+3,297	New	+$295K	﹤0.01%	877
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mission Wealth Management's LEN Position: Q2 2026 in Review

Mission Wealth Management opened a new position in Lennar Class A (LEN) in Q2 2026: 3,297 shares worth $298K. The stake represents ﹤0.01% of the portfolio and ranks #877 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in LEN as recently as Q2 2025.

Mission Wealth Management first reported a position in LEN in Q2 2015 and has held it in 4 quarters since. The position peaked at $436K in Q3 2015. 937 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Mission Wealth Management held 3,297 shares of Lennar Class A worth $298K as of Q2 2026.
Lennar Class A was a new Mission Wealth Management position in Q2 2026.
Lennar Class A made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #877 holding.
Mission Wealth Management first reported a position in Lennar Class A in Q2 2015 and has held it in 4 quarters since.
Mission Wealth Management's Lennar Class A position peaked at $436K in Q3 2015.
937 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.