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 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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Peterson Wealth Services's LEN Position: Q2 2026 in Review

Peterson Wealth Services increased its Lennar Class A (LEN) stake by 1.5% in Q2 2026, buying an estimated $2.15K and bringing the position to 1,653 shares worth $150K. The position accounts for 0.03% of the portfolio, ranked #142.

Peterson Wealth Services first reported a position in LEN in Q3 2024 and has held it in 8 quarters since. The position peaked at $253K in Q3 2024. 352 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Peterson Wealth Services held 1,653 shares of Lennar Class A worth $150K as of Q2 2026.
Peterson Wealth Services bought 24 Lennar Class A shares in Q2 2026, an estimated $2.15K.
Lennar Class A made up 0.03% of Peterson Wealth Services's portfolio in Q2 2026, its #142 holding.
Peterson Wealth Services first reported a position in Lennar Class A in Q3 2024 and has held it in 8 quarters since.
Peterson Wealth Services's Lennar Class A position peaked at $253K in Q3 2024.
352 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.