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Personal CFO Solutions’s Lennar Class A LEN Stock Holding History

Personal CFO 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
2026
Q1 		$298K Sell
3,432
-3,482
-50% -$376K 0.04% 379
2025
Q4 		$711K Sell
6,914
-307
-4% -$37.1K 0.11% 173
2025
Q3 		$910K Buy
7,221
+123
+2% +$15.3K 0.16% 126
2025
Q2 		$785K Sell
7,098
-256
-3% -$27.7K 0.15% 153
2025
Q1 		$844K Sell
7,354
-1,000
-12% -$125K 0.17% 128
2024
Q4 		$1.1M Sell
8,354
-582
-7% -$94.6K 0.22% 97
2024
Q3 		$1.62M Buy
8,936
+75
+0.8% +$12.6K 0.23% 83
2024
Q2 		$1.29M Buy
8,861
+95
+1% +$14.5K 0.2% 95
2024
Q1 		$1.46M Buy
8,766
+277
+3% +$41.6K 0.23% 85
2023
Q4 		$1.22M Sell
8,489
-1,313
-13% -$158K 0.21% 91
2023
Q3 		$1.06M Buy
9,802
+358
+4% +$42K 0.21% 93
2023
Q2 		$1.15M Buy
9,444
+140
+2% +$15.3K 0.23% 86
2023
Q1 		$947K Sell
9,304
-556
-6% -$53.7K 0.2% 95
2022
Q4 		$864K Buy
9,860
+1,509
+18% +$122K 0.18% 104
2022
Q3 		$603K Buy
8,351
+193
+2% +$15K 0.15% 133
2022
Q2 		$557K Sell
8,158
-97
-1% -$7.11K 0.13% 137
2022
Q1 		$649K Buy
8,255
+84
+1% +$7.57K 0.13% 152
2021
Q4 		$919K Sell
8,171
-1,350
-14% -$138K 0.17% 120
2021
Q3 		$863K Buy
9,521
+215
+2% +$21.3K 0.18% 120
2021
Q2 		$895K Buy
9,306
+644
+7% +$62.2K 0.18% 115
2021
Q1 		$849K Buy
8,662
+730
+9% +$61.4K 0.18% 104
2020
Q4 		$585K Buy
7,932
+433
+6% +$32.4K 0.14% 130
2020
Q3 		$1K Sell
7,499
-193
-3% -$13.7K 0.33% 94
2020
Q2 		$459K Buy
+7,692
New +$393K 0.14% 143

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

Personal CFO Solutions's LEN Position: Q1 2026 in Review

Personal CFO Solutions reduced its Lennar Class A (LEN) stake by 50% in Q1 2026, selling an estimated $376K and leaving 3,432 shares worth $298K. The position accounts for 0.04% of the portfolio, ranked #379.

Personal CFO Solutions first reported a position in LEN in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.62M in Q3 2024. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Personal CFO Solutions held 3,432 shares of Lennar Class A worth $298K as of Q1 2026.
  • Personal CFO Solutions sold 3,482 Lennar Class A shares in Q1 2026, an estimated $376K.
  • Lennar Class A made up 0.04% of Personal CFO Solutions's portfolio in Q1 2026, its #379 holding.
  • Personal CFO Solutions first reported a position in Lennar Class A in Q2 2020 and has held it in 24 quarters since.
  • Personal CFO Solutions's Lennar Class A position peaked at $1.62M in Q3 2024.
  • 932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.