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Oxford Financial Group’s Lennar Class A LEN Stock Holding History

Oxford Financial 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
2026
Q1 		– Sell
-2,842
Closed -$292K – 315
2025
Q4 		$292K Buy
2,842
+31
+1% +$3.74K 0.02% 192
2025
Q3 		$354K Hold
2,811
– – 0.02% 170
2025
Q2 		$311K Buy
+2,811
New +$305K 0.02% 167
2024
Q3 		– Sell
-1,547
Closed -$225K – 318
2024
Q2 		$225K Buy
+1,547
New +$235K 0.01% 243

Other funds holding LEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

Oxford Financial Group's LEN Position: Q1 2026 in Review

Oxford Financial Group sold out of Lennar Class A (LEN) in Q1 2026, closing a stake of 2,842 shares — an estimated $292K sold.

Oxford Financial Group first reported a position in LEN in Q2 2024 and held it in 4 quarters. The position peaked at $354K in Q3 2025. 933 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Oxford Financial Group reported no remaining Lennar Class A position as of Q1 2026 after selling out during the quarter.
  • Oxford Financial Group sold 2,842 Lennar Class A shares in Q1 2026, an estimated $292K.
  • Oxford Financial Group first reported a position in Lennar Class A in Q2 2024 and held it in 4 quarters.
  • Oxford Financial Group's Lennar Class A position peaked at $354K in Q3 2025.
  • 933 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.