Morgan Stanley’s Lennar Class A LEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $278M | Sell |
3,205,597
-557,383
| -15% | -$60.2M | 0.02% | 781 |
|
|
2025
Q4 | $387M | Sell |
3,762,980
-586,717
| -13% | -$70.9M | 0.02% | 628 |
|
|
2025
Q3 | $548M | Buy |
4,349,697
+646,630
| +17% | +$80.3M | 0.03% | 489 |
|
|
2025
Q2 | $410M | Buy |
3,703,067
+620,461
| +20% | +$67.2M | 0.03% | 572 |
|
|
2025
Q1 | $354M | Sell |
3,082,606
-377,493
| -11% | -$47.1M | 0.03% | 590 |
|
|
2024
Q4 | $457M | Buy |
3,460,099
+9,819
| +0.3% | +$1.6M | 0.03% | 502 |
|
|
2024
Q3 | $626M | Buy |
3,450,280
+181,399
| +6% | +$30.4M | 0.05% | 385 |
|
|
2024
Q2 | $474M | Sell |
3,268,881
-171,269
| -5% | -$26.1M | 0.04% | 464 |
|
|
2024
Q1 | $573M | Sell |
3,440,150
-4,027,814
| -54% | -$605M | 0.05% | 395 |
|
|
2023
Q4 | $1.08B | Buy |
7,467,964
+4,375,943
| +142% | +$527M | 0.05% | 370 |
|
|
2023
Q3 | $336M | Sell |
3,092,021
-342,832
| -10% | -$40.2M | 0.03% | 498 |
|
|
2023
Q2 | $417M | Buy |
3,434,853
+319,947
| +10% | +$34.9M | 0.04% | 427 |
|
|
2023
Q1 | $317M | Buy |
3,114,906
+229,312
| +8% | +$22.1M | 0.03% | 528 |
|
|
2022
Q4 | $253M | Buy |
2,885,594
+21,771
| +0.8% | +$1.76M | 0.03% | 586 |
|
|
2022
Q3 | $207M | Buy |
2,863,823
+132,935
| +5% | +$10.3M | 0.03% | 560 |
|
|
2022
Q2 | $187M | Buy |
2,730,888
+1,235,827
| +83% | +$90.6M | 0.02% | 616 |
|
|
2022
Q1 | $117M | Sell |
1,495,061
-266,721
| -15% | -$24M | 0.02% | 770 |
|
|
2021
Q4 | $198M | Buy |
1,761,782
+411,473
| +30% | +$42.1M | 0.02% | 574 |
|
|
2021
Q3 | $122M | Sell |
1,350,309
-98,267
| -7% | -$9.72M | 0.02% | 730 |
|
|
2021
Q2 | $139M | Buy |
1,448,576
+281,738
| +24% | +$27.2M | 0.02% | 678 |
|
|
2021
Q1 | $114M | Sell |
1,166,838
-573,193
| -33% | -$48.2M | 0.02% | 695 |
|
|
2020
Q4 | $128M | Sell |
1,740,031
-2,063,017
| -54% | -$155M | 0.02% | 613 |
|
|
2020
Q3 | $301M | Buy |
3,803,048
+316,379
| +9% | +$22.5M | 0.06% | 278 |
|
|
2020
Q2 | $208M | Buy |
3,486,669
+1,014,800
| +41% | +$51.8M | 0.05% | 348 |
|
|
2020
Q1 | $91.4M | Sell |
2,471,869
-244,022
| -9% | -$13.8M | 0.02% | 510 |
|
|
2019
Q4 | $147M | Sell |
2,715,891
-72,530
| -3% | -$4.14M | 0.03% | 469 |
|
|
2019
Q3 | $151M | Buy |
2,788,421
+66,056
| +2% | +$3.22M | 0.04% | 427 |
|
|
2019
Q2 | $128M | Buy |
2,722,365
+1,311,098
| +93% | +$65.4M | 0.03% | 482 |
|
|
2019
Q1 | $67.1M | Sell |
1,411,267
-2,494,412
| -64% | -$113M | 0.02% | 692 |
|
|
2018
Q4 | $148M | Buy |
3,905,679
+2,505,268
| +179% | +$102M | 0.04% | 392 |
|
|
2018
Q3 | $63.3M | Buy |
1,400,411
+35,798
| +3% | +$1.8M | 0.02% | 813 |
|
|
2018
Q2 | $69.4M | Sell |
1,364,613
-1,640,283
| -55% | -$85.9M | 0.02% | 743 |
|
|
2018
Q1 | $171M | Sell |
3,004,896
-412,226
| -12% | -$24.9M | 0.05% | 368 |
|
|
2017
Q4 | $209M | Buy |
3,417,122
+1,376,374
| +67% | +$78.2M | 0.06% | 334 |
|
|
2017
Q3 | $103M | Buy |
2,040,748
+1,130
| +0.1% | +$56.4K | 0.03% | 542 |
|
|
2017
Q2 | $104M | Buy |
2,039,618
+1,200,175
| +143% | +$59.1M | 0.03% | 546 |
|
|
2017
Q1 | $40.9M | Sell |
839,443
-92,995
| -10% | -$4.22M | 0.01% | 1033 |
|
|
2016
Q4 | $38.1M | Sell |
932,438
-1,014,314
| -52% | -$41M | 0.01% | 1044 |
|
|
2016
Q3 | $78.5M | Buy |
1,946,752
+480,836
| +33% | +$21.3M | 0.03% | 627 |
|
|
2016
Q2 | $64.3M | Sell |
1,465,916
-673,272
| -31% | -$29.5M | 0.02% | 676 |
|
|
2016
Q1 | $98.5M | Sell |
2,139,188
-200,635
| -9% | -$8.23M | 0.04% | 478 |
|
|
2015
Q4 | $109M | Buy |
2,339,823
+200,590
| +9% | +$9.56M | 0.04% | 455 |
|
|
2015
Q3 | $98M | Sell |
2,139,233
-75,899
| -3% | -$3.73M | 0.04% | 477 |
|
|
2015
Q2 | $108M | Buy |
2,215,132
+1,102,507
| +99% | +$50.7M | 0.04% | 483 |
|
|
2015
Q1 | $54.9M | Buy |
1,112,625
+234,747
| +27% | +$10.7M | 0.02% | 795 |
|
|
2014
Q4 | $37.4M | Buy |
877,878
+108,481
| +14% | +$4.49M | 0.01% | 1027 |
|
|
2014
Q3 | $28.4M | Sell |
769,397
-95,070
| -11% | -$3.53M | 0.01% | 1173 |
|
|
2014
Q2 | $34.5M | Buy |
864,467
+137,447
| +19% | +$5.21M | 0.01% | 1020 |
|
|
2014
Q1 | $27.4M | Sell |
727,020
-34,164
| -4% | -$1.31M | 0.01% | 1123 |
|
|
2013
Q4 | $28.7M | Sell |
761,184
-150,104
| -16% | -$5.06M | 0.01% | 1081 |
|
|
2013
Q3 | $30.7M | Sell |
911,288
-369,841
| -29% | -$12M | 0.01% | 940 |
|
|
2013
Q2 | $43.9M | Buy |
+1,281,129
| New | +$48.6M | 0.02% | 705 |
|
Other funds holding LEN
VCM
GA
VPM
Morgan Stanley's LEN Position: Q1 2026 in Review
Morgan Stanley reduced its Lennar Class A (LEN) stake by 15% in Q1 2026, selling an estimated $60.2M and leaving 3,205,597 shares worth $278M. The position accounts for 0.02% of the portfolio, ranked #781.
Morgan Stanley first reported a position in LEN in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.08B in Q4 2023. 933 funds tracked by Wall St. Rank hold LEN as of Q1 2026.
- Morgan Stanley held 3,205,597 shares of Lennar Class A worth $278M as of Q1 2026.
- Morgan Stanley sold 557,383 Lennar Class A shares in Q1 2026, an estimated $60.2M.
- Lennar Class A made up 0.02% of Morgan Stanley's portfolio in Q1 2026, its #781 holding.
- Morgan Stanley first reported a position in Lennar Class A in Q2 2013 and has held it in 52 quarters since.
- Morgan Stanley's Lennar Class A position peaked at $1.08B in Q4 2023.
- 933 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.