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Montag & Associates’s Lennar Class A LEN Stock Holding History

Montag & Associates’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 		$45.5K Hold
503
– – ﹤0.01% 609
2026
Q1 		$43.7K Hold
503
– – ﹤0.01% 606
2025
Q4 		$51.7K Sell
503
-9,630
-95% -$1.16M ﹤0.01% 595
2025
Q3 		$1.28M Buy
10,133
+9,630
+1,915% +$1.2M 0.06% 210
2025
Q2 		$55.6K Hold
503
– – ﹤0.01% 567
2025
Q1 		$57.7K Sell
503
-8
-2% -$999 ﹤0.01% 588
2024
Q4 		$67.5K Hold
511
– – ﹤0.01% 558
2024
Q3 		$92.8K Hold
511
– – ﹤0.01% 512
2024
Q2 		$74.2K Hold
511
– – ﹤0.01% 532
2024
Q1 		$85.1K Hold
511
– – ﹤0.01% 508
2023
Q4 		$73.8K Hold
511
– – ﹤0.01% 511
2023
Q3 		$55.6K Sell
511
-1,984
-80% -$233K ﹤0.01% 535
2023
Q2 		$303K Buy
2,495
+8
+0.3% +$873 0.02% 346
2023
Q1 		$253K Buy
2,487
+636
+34% +$61.4K 0.02% 351
2022
Q4 		$162K Buy
1,851
+68
+4% +$5.51K 0.01% 400
2022
Q3 		$129K Buy
1,783
+1,238
+227% +$96.2K 0.01% 415
2022
Q2 		$37K Sell
545
-6,376
-92% -$467K ﹤0.01% 571
2022
Q1 		$544K Sell
6,921
-27,800
-80% -$2.5M 0.03% 281
2021
Q4 		$3.9M Sell
34,721
-2,407
-6% -$246K 0.19% 124
2021
Q3 		$3.37M Sell
37,128
-2,070
-5% -$205K 0.18% 130
2021
Q2 		$3.77M Sell
39,198
-19,457
-33% -$1.88M 0.2% 123
2021
Q1 		$5.75M Buy
58,655
+55,659
+1,858% +$4.68M 0.32% 89
2020
Q4 		$221K Hold
2,996
– – 0.01% 347
2020
Q3 		$237K Buy
+2,996
New +$213K 0.02% 278
2018
Q4 		– Sell
-6,337
Closed -$286K – 307
2018
Q3 		$286K Buy
+6,337
New +$319K 0.03% 275
2014
Q3 		– Sell
-26,159
Closed -$1.04M – 243
2014
Q2 		$1.04M Sell
26,159
-38,976
-60% -$1.48M 0.17% 138
2014
Q1 		$2.46M Buy
65,135
+7,407
+13% +$283K 0.42% 84
2013
Q4 		$2.17M Buy
+57,728
New +$1.95M 0.37% 91

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 $3.38T AUM 44.17% 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

Montag & Associates's LEN Position: Q2 2026 in Review

Montag & Associates held its Lennar Class A (LEN) position steady in Q2 2026 at 503 shares worth $45.5K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Montag & Associates first reported a position in LEN in Q4 2013 and has held it in 28 quarters since. The position peaked at $5.75M in Q1 2021. 939 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Montag & Associates held 503 shares of Lennar Class A worth $45.5K as of Q2 2026.
  • Montag & Associates left its Lennar Class A share count unchanged in Q2 2026.
  • Lennar Class A made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #609 holding.
  • Montag & Associates first reported a position in Lennar Class A in Q4 2013 and has held it in 28 quarters since.
  • Montag & Associates's Lennar Class A position peaked at $5.75M in Q1 2021.
  • 939 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.