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Orion Portfolio Solutions’s Lennar Class A LEN Stock Holding History

Orion Portfolio Solutions’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
Q1 		$2.42M Sell
21,088
-829
-4% -$104K 0.02% 612
2024
Q4 		$2.89M Sell
21,917
-517
-2% -$84K 0.03% 526
2024
Q3 		$4.07M Sell
22,434
-289
-1% -$48.4K 0.04% 402
2024
Q2 		$3.3M Buy
22,723
+2,397
+12% +$365K 0.03% 433
2024
Q1 		$3.38M Buy
20,326
+3,587
+21% +$539K 0.04% 436
2023
Q4 		$2.42M Buy
16,739
+129
+0.8% +$15.5K 0.03% 539
2023
Q3 		$1.8M Sell
16,610
-2,310
-12% -$271K 0.02% 658
2023
Q2 		$2.3M Buy
18,920
+4,075
+27% +$445K 0.02% 593
2023
Q1 		$1.51M Buy
14,845
+6,795
+84% +$656K 0.02% 706
2022
Q4 		$705K Buy
8,050
+845
+12% +$68.4K 0.02% 394
2022
Q3 		$520K Buy
+7,205
New +$560K 0.02% 412
2020
Q3 		– Sell
-1,661
Closed -$99K – 1333
2020
Q2 		$99K Sell
1,661
-19
-1% -$971 0.01% 548
2020
Q1 		$62K Buy
1,680
+418
+33% +$23.7K ﹤0.01% 542
2019
Q4 		$68K Buy
+1,262
New +$72K 0.01% 489

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Orion Portfolio Solutions's LEN Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Lennar Class A (LEN) stake by 3.8% in Q1 2025, selling an estimated $104K and leaving 21,088 shares worth $2.42M. The position accounts for 0.02% of the portfolio, ranked #612.

Orion Portfolio Solutions first reported a position in LEN in Q4 2019 and has held it in 14 quarters since. The position peaked at $4.07M in Q3 2024. 966 funds tracked by Wall St. Rank hold LEN as of Q1 2025.

  • Orion Portfolio Solutions held 21,088 shares of Lennar Class A worth $2.42M as of Q1 2025.
  • Orion Portfolio Solutions sold 829 Lennar Class A shares in Q1 2025, an estimated $104K.
  • Lennar Class A made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #612 holding.
  • Orion Portfolio Solutions first reported a position in Lennar Class A in Q4 2019 and has held it in 14 quarters since.
  • Orion Portfolio Solutions's Lennar Class A position peaked at $4.07M in Q3 2024.
  • 966 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.