Mount Yale Investment Advisors’s Lennar Class A LEN Stock Holding History

Mount Yale Investment 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	$708K	Buy	+7,829	New	+$700K	0.01%	682
2025 Q3	–	Sell	-477	Closed	-$52.8K	–	1190
2025 Q2	$52.8K	Buy	+477	New	+$51.7K	﹤0.01%	805
2025 Q1	–	Sell	-2,862	Closed	-$378K	–	566
2024 Q4	$378K	Sell	2,862 -206	-7%	-$33.5K	0.03%	391
2024 Q3	$557K	Buy	3,068 +20	+0.7%	+$3.35K	0.05%	324
2024 Q2	$442K	Buy	+3,048	New	+$464K	0.04%	365
2021 Q2	–	Sell	-2,713	Closed	-$266K	–	437
2021 Q1	$266K	Sell	2,713 -81	-3%	-$6.81K	0.03%	341
2020 Q4	$206K	Buy	2,794 +1	+0%	+$75	0.03%	375
2020 Q3	$221K	Buy	+2,793	New	+$198K	0.03%	314

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's LEN Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Lennar Class A (LEN) in Q2 2026: 7,829 shares worth $708K. The stake represents 0.01% of the portfolio and ranks #682 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in LEN as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in LEN in Q3 2020 and has held it in 8 quarters since. 938 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Mount Yale Investment Advisors held 7,829 shares of Lennar Class A worth $708K as of Q2 2026.
Lennar Class A was a new Mount Yale Investment Advisors position in Q2 2026.
Lennar Class A made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #682 holding.
Mount Yale Investment Advisors first reported a position in Lennar Class A in Q3 2020 and has held it in 8 quarters since.
938 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.