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OneDigital Investment Advisors’s Lennar Class A LEN Stock Holding History

OneDigital 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 		– Sell
-4,760
Closed -$413K – 1617
2026
Q1 		$413K Sell
4,760
-721
-13% -$77.9K ﹤0.01% 1017
2025
Q4 		$563K Sell
5,481
-141
-3% -$17K 0.01% 895
2025
Q3 		$709K Sell
5,622
-2,075
-27% -$258K 0.01% 787
2025
Q2 		$851K Sell
7,697
-1,015
-12% -$110K 0.01% 690
2025
Q1 		$1,000K Sell
8,712
-310
-3% -$38.7K 0.01% 608
2024
Q4 		$1.19M Buy
9,022
+63
+0.7% +$10.2K 0.01% 574
2024
Q3 		$1.63M Buy
8,959
+4,507
+101% +$755K 0.02% 503
2024
Q2 		$646K Buy
4,452
+2,307
+108% +$351K 0.01% 790
2024
Q1 		$357K Buy
2,145
+93
+5% +$14K 0.01% 852
2023
Q4 		$296K Buy
+2,052
New +$247K 0.01% 912
2019
Q3 		– Sell
-324
Closed -$15K – 891
2019
Q2 		$15K Sell
324
-21
-6% -$1.05K ﹤0.01% 861
2019
Q1 		$16K Buy
345
+9
+3% +$407 ﹤0.01% 790
2018
Q4 		$13K Sell
336
-8
-2% -$326 ﹤0.01% 799
2018
Q3 		$16K Buy
344
+8
+2% +$403 ﹤0.01% 727
2018
Q2 		$17K Sell
336
-6
-2% -$314 ﹤0.01% 871
2018
Q1 		$20K Buy
342
+15
+5% +$905 ﹤0.01% 820
2017
Q4 		$20K Sell
327
-18
-5% -$1.02K ﹤0.01% 807
2017
Q3 		$17K Hold
345
– – 0.01% 697
2017
Q2 		$17K Buy
+345
New +$17K 0.01% 801

Other funds holding LEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

OneDigital Investment Advisors's LEN Position: Q2 2026 in Review

OneDigital Investment Advisors sold out of Lennar Class A (LEN) in Q2 2026, closing a stake of 4,760 shares — an estimated $413K sold.

OneDigital Investment Advisors first reported a position in LEN in Q2 2017 and held it in 19 quarters. The position peaked at $1.63M in Q3 2024. 575 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • OneDigital Investment Advisors reported no remaining Lennar Class A position as of Q2 2026 after selling out during the quarter.
  • OneDigital Investment Advisors sold 4,760 Lennar Class A shares in Q2 2026, an estimated $413K.
  • OneDigital Investment Advisors first reported a position in Lennar Class A in Q2 2017 and held it in 19 quarters.
  • OneDigital Investment Advisors's Lennar Class A position peaked at $1.63M in Q3 2024.
  • 575 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.