One Wealth Capital Management’s Lennar Class A LEN Stock Holding History

One Wealth Capital 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	$353K	Buy	+3,905	New	+$349K	0.1%	156
2026 Q1	–	Sell	-2,374	Closed	-$244K	–	139
2025 Q4	$244K	Buy	2,374 +402	+20%	+$48.5K	0.1%	113
2025 Q3	$249K	Buy	1,972 +119	+6%	+$14.8K	0.11%	103
2025 Q2	$205K	Sell	1,853 -90	-5%	-$9.75K	0.1%	109
2025 Q1	$223K	Buy	1,943 +79	+4%	+$9.87K	0.12%	96
2024 Q4	$246K	Buy	+1,864	New	+$303K	0.12%	88

Other funds holding LEN

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

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

One Wealth Capital Management's LEN Position: Q2 2026 in Review

One Wealth Capital Management opened a new position in Lennar Class A (LEN) in Q2 2026: 3,905 shares worth $353K. The stake represents 0.1% of the portfolio and ranks #156 among its holdings. This is a return to the name: One Wealth Capital Management previously reported a position in LEN as recently as Q4 2025.

One Wealth Capital Management first reported a position in LEN in Q4 2024 and has held it in 6 quarters since. 352 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

One Wealth Capital Management held 3,905 shares of Lennar Class A worth $353K as of Q2 2026.
Lennar Class A was a new One Wealth Capital Management position in Q2 2026.
Lennar Class A made up 0.1% of One Wealth Capital Management's portfolio in Q2 2026, its #156 holding.
One Wealth Capital Management first reported a position in Lennar Class A in Q4 2024 and has held it in 6 quarters since.
352 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.