Peterson Wealth Services
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Peterson Wealth Services’s Lennar Class A LEN Stock Holding History

Peterson Wealth Services’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 		– Sell
-1,653
Closed -$150K – 239
2026
Q2 		$150K Buy
1,653
+24
+1% +$2.15K 0.03% 142
2026
Q1 		$141K Buy
1,629
+398
+32% +$43K 0.03% 139
2025
Q4 		$127K Sell
1,231
-10,101
-89% -$1.22M 0.03% 137
2025
Q3 		$155K Buy
11,332
+10,167
+873% +$1.26M 0.04% 135
2025
Q2 		$129K Sell
1,165
-136
-10% -$14.7K 0.04% 136
2025
Q1 		$149K Sell
1,301
-73
-5% -$9.12K 0.05% 131
2024
Q4 		$181K Sell
1,374
-22
-2% -$3.58K 0.05% 120
2024
Q3 		$253K Buy
+1,396
New +$234K 0.08% 109

Other funds holding LEN

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 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

Peterson Wealth Services's LEN Position: Q3 2026 in Review

Peterson Wealth Services sold out of Lennar Class A (LEN) in Q3 2026, closing a stake of 1,653 shares — an estimated $150K sold.

Peterson Wealth Services first reported a position in LEN in Q3 2024 and held it in 8 quarters. The position peaked at $253K in Q3 2024. 302 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

  • Peterson Wealth Services reported no remaining Lennar Class A position as of Q3 2026 after selling out during the quarter.
  • Peterson Wealth Services sold 1,653 Lennar Class A shares in Q3 2026, an estimated $150K.
  • Peterson Wealth Services first reported a position in Lennar Class A in Q3 2024 and held it in 8 quarters.
  • Peterson Wealth Services's Lennar Class A position peaked at $253K in Q3 2024.
  • 302 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.