PFG Private Wealth Management’s Lennar Class A LEN Stock Holding History

PFG Private 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
2025 Q2	–	Sell	-191	Closed	-$21.9K	–	158
2025 Q1	$21.9K	Sell	191 -6	-3%	-$749	0.01%	113
2024 Q4	$26K	Hold	197	–	–	0.01%	111
2024 Q3	$35.8K	Hold	197	–	–	0.02%	103
2024 Q2	$28.6K	Hold	197	–	–	0.02%	108
2024 Q1	$32.8K	Hold	197	–	–	0.02%	104
2023 Q4	$28.5K	Hold	197	–	–	0.02%	94
2023 Q3	$21.4K	Hold	197	–	–	0.02%	165
2023 Q2	$23.9K	Hold	197	–	–	0.01%	173
2023 Q1	$20.1K	Hold	197	–	–	0.01%	178
2022 Q4	$17K	Hold	197	–	–	0.01%	167
2022 Q3	$14K	Hold	197	–	–	0.01%	167
2022 Q2	$13K	Hold	197	–	–	0.01%	188
2022 Q1	$16K	Hold	197	–	–	0.01%	184
2021 Q4	$22K	Hold	197	–	–	0.01%	179
2021 Q3	$18K	Buy	+197	New	+$19.5K	0.01%	173

Other funds holding LEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PFG Private Wealth Management's LEN Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Lennar Class A (LEN) in Q2 2025, closing a stake of 191 shares — an estimated $21.9K sold.

PFG Private Wealth Management first reported a position in LEN in Q3 2021 and held it in 15 quarters. The position peaked at $35.8K in Q3 2024. 939 funds tracked by Wall St. Rank hold LEN as of Q2 2025.

PFG Private Wealth Management reported no remaining Lennar Class A position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 191 Lennar Class A shares in Q2 2025, an estimated $21.9K.
PFG Private Wealth Management first reported a position in Lennar Class A in Q3 2021 and held it in 15 quarters.
PFG Private Wealth Management's Lennar Class A position peaked at $35.8K in Q3 2024.
939 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.