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Perigon Wealth Management’s Lennar Class A LEN Stock Holding History

Perigon Wealth 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
Q1 		$576K Buy
6,630
+1,068
+19% +$115K 0.01% 736
2025
Q4 		$572K Buy
5,562
+814
+17% +$98.3K 0.01% 733
2025
Q3 		$598K Buy
4,748
+384
+9% +$47.7K 0.01% 677
2025
Q2 		$483K Buy
4,364
+160
+4% +$17.3K 0.01% 680
2025
Q1 		$483K Sell
4,204
-2,167
-34% -$271K 0.01% 650
2024
Q4 		$868K Buy
6,371
+3,558
+126% +$578K 0.02% 483
2024
Q3 		$511K Sell
2,813
-478
-15% -$80.1K 0.01% 614
2024
Q2 		$477K Buy
3,291
+121
+4% +$18.4K 0.01% 545
2024
Q1 		$528K Sell
3,170
-1,087
-26% -$163K 0.02% 520
2023
Q4 		$614K Sell
4,257
-207
-5% -$24.9K 0.02% 447
2023
Q3 		$485K Buy
4,464
+89
+2% +$10.4K 0.02% 449
2023
Q2 		$531K Sell
4,375
-845
-16% -$92.2K 0.02% 444
2023
Q1 		$531K Sell
5,220
-103
-2% -$9.94K 0.03% 382
2022
Q4 		$466K Buy
5,323
+256
+5% +$20.7K 0.03% 405
2022
Q3 		$366K Sell
5,067
-750
-13% -$58.3K 0.03% 384
2022
Q2 		$397K Buy
+5,817
New +$426K 0.03% 367
2022
Q1 		– Sell
-1,876
Closed -$211K – 636
2021
Q4 		$211K Buy
+1,876
New +$192K 0.02% 545
2021
Q1 		– Sell
-1,246
Closed -$92K – 797
2020
Q4 		$92K Buy
+1,246
New +$93.3K 0.01% 561

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 $6.07B AUM 11.2% 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

Perigon Wealth Management's LEN Position: Q1 2026 in Review

Perigon Wealth Management increased its Lennar Class A (LEN) stake by 19% in Q1 2026, buying an estimated $115K and bringing the position to 6,630 shares worth $576K. The position accounts for 0.01% of the portfolio, ranked #736.

Perigon Wealth Management first reported a position in LEN in Q4 2020 and has held it in 18 quarters since. The position peaked at $868K in Q4 2024. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Perigon Wealth Management held 6,630 shares of Lennar Class A worth $576K as of Q1 2026.
  • Perigon Wealth Management bought 1,068 Lennar Class A shares in Q1 2026, an estimated $115K.
  • Lennar Class A made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #736 holding.
  • Perigon Wealth Management first reported a position in Lennar Class A in Q4 2020 and has held it in 18 quarters since.
  • Perigon Wealth Management's Lennar Class A position peaked at $868K in Q4 2024.
  • 932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.