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Newbridge Financial Services Group’s Lennar Class A LEN Stock Holding History

Newbridge Financial Services Group’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
Q2 		– Sell
-41
Closed -$4.71K – 1345
2025
Q1 		$4.71K Sell
41
-50
-55% -$6.25K ﹤0.01% 805
2024
Q4 		$12K Buy
+91
New +$14.8K ﹤0.01% 700
2024
Q3 		– Sell
-1,405
Closed -$204K – 906
2024
Q2 		$204K Sell
1,405
-195
-12% -$29.7K 0.08% 180
2024
Q1 		$266K Buy
1,600
+516
+48% +$77.6K 0.12% 153
2023
Q4 		$156K Buy
1,084
+981
+952% +$118K 0.08% 220
2023
Q3 		$11.2K Hold
103
– – 0.01% 795
2023
Q2 		$12.5K Hold
103
– – 0.01% 837
2023
Q1 		$10.5K Sell
103
-422
-80% -$40.7K 0.01% 899
2022
Q4 		$46K Buy
525
+258
+97% +$20.9K 0.03% 483
2022
Q3 		$19K Sell
267
-7
-3% -$544 0.01% 709
2022
Q2 		$19K Sell
274
-19
-6% -$1.39K 0.01% 674
2022
Q1 		$23K Hold
293
– – 0.01% 688
2021
Q4 		$33K Buy
293
+119
+68% +$12.2K 0.02% 584
2021
Q3 		$16K Buy
174
+11
+7% +$1.09K 0.01% 727
2021
Q2 		$16K Hold
163
– – 0.01% 844
2021
Q1 		$16K Buy
+163
New +$13.7K 0.01% 749

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Newbridge Financial Services Group's LEN Position: Q2 2025 in Review

Newbridge Financial Services Group sold out of Lennar Class A (LEN) in Q2 2025, closing a stake of 41 shares — an estimated $4.71K sold.

Newbridge Financial Services Group first reported a position in LEN in Q1 2021 and held it in 16 quarters. The position peaked at $266K in Q1 2024. 939 funds tracked by Wall St. Rank hold LEN as of Q2 2025.

  • Newbridge Financial Services Group reported no remaining Lennar Class A position as of Q2 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 41 Lennar Class A shares in Q2 2025, an estimated $4.71K.
  • Newbridge Financial Services Group first reported a position in Lennar Class A in Q1 2021 and held it in 16 quarters.
  • Newbridge Financial Services Group's Lennar Class A position peaked at $266K in Q1 2024.
  • 939 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2025.

Based on Newbridge Financial Services Group's 13F filing for Q2 2025, filed 19 Aug 2025.