Optas LLC’s Lennar Class A LEN Stock Holding History

Optas LLC’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	$467K	Buy	5,158 +2,206	+75%	+$197K	0.07%	200
2026 Q1	$256K	Buy	2,952 +333	+13%	+$36K	0.04%	360
2025 Q4	$269K	Buy	2,619 +898	+52%	+$108K	0.04%	337
2025 Q3	$217K	Buy	+1,721	New	+$214K	0.04%	344
2025 Q2	–	Sell	-2,252	Closed	-$258K	–	371
2025 Q1	$258K	Buy	+2,252	New	+$281K	0.05%	226

Other funds holding LEN

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

FMI

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

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

AMAL

Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIM

Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Optas LLC's LEN Position: Q2 2026 in Review

Optas LLC increased its Lennar Class A (LEN) stake by 75% in Q2 2026, buying an estimated $197K and bringing the position to 5,158 shares worth $467K. The position accounts for 0.07% of the portfolio, ranked #200.

Optas LLC first reported a position in LEN in Q1 2025 and has held it in 5 quarters since. 197 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Optas LLC held 5,158 shares of Lennar Class A worth $467K as of Q2 2026.
Optas LLC bought 2,206 Lennar Class A shares in Q2 2026, an estimated $197K.
Lennar Class A made up 0.07% of Optas LLC's portfolio in Q2 2026, its #200 holding.
Optas LLC first reported a position in Lennar Class A in Q1 2025 and has held it in 5 quarters since.
197 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.