Perigon Wealth Management
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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
Q3 		$677K Buy
8,302
+1,154
+16% +$97K 0.01% 755
2026
Q2 		$647K Buy
7,148
+518
+8% +$46.3K 0.01% 764
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% -$9.9K 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

Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JGP Wealth Management
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Perigon Wealth Management's LEN Position: Q3 2026 in Review

Perigon Wealth Management increased its Lennar Class A (LEN) stake by 16% in Q3 2026, buying an estimated $97K and bringing the position to 8,302 shares worth $677K. The position accounts for 0.01% of the portfolio, ranked #755.

Perigon Wealth Management first reported a position in LEN in Q4 2020 and has held it in 20 quarters since. The position peaked at $868K in Q4 2024. 189 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

  • Perigon Wealth Management held 8,302 shares of Lennar Class A worth $677K as of Q3 2026.
  • Perigon Wealth Management bought 1,154 Lennar Class A shares in Q3 2026, an estimated $97K.
  • Lennar Class A made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #755 holding.
  • Perigon Wealth Management first reported a position in Lennar Class A in Q4 2020 and has held it in 20 quarters since.
  • Perigon Wealth Management's Lennar Class A position peaked at $868K in Q4 2024.
  • 189 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.