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Pinnacle Wealth Planning Services’s Lennar Class A LEN Stock Holding History

Pinnacle Wealth Planning 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 		$38.5K Sell
426
-175
-29% -$15.6K ﹤0.01% 1454
2026
Q1 		$52.1K Sell
601
-508
-46% -$54.9K 0.01% 1179
2025
Q4 		$114K Buy
+1,109
New +$134K 0.01% 710
2024
Q4 		– Sell
-1,987
Closed -$361K – 489
2024
Q3 		$361K Sell
1,987
-6
-0.3% -$1K 0.05% 251
2024
Q2 		$289K Buy
1,993
+129
+7% +$19.6K 0.04% 298
2024
Q1 		$310K Sell
1,864
-21
-1% -$3.16K 0.05% 288
2023
Q4 		$272K Buy
1,885
+3
+0.2% +$361 0.04% 296
2023
Q3 		$204K Buy
1,882
+3
+0.2% +$352 0.03% 363
2023
Q2 		$228K Buy
+1,879
New +$205K 0.04% 335
2021
Q1 		– Sell
-322
Closed -$24K – 1226
2020
Q4 		$24K Buy
+322
New +$24.1K 0.01% 1089

Other funds holding LEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Wealth Planning Services's LEN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Lennar Class A (LEN) stake by 29% in Q2 2026, selling an estimated $15.6K and leaving 426 shares worth $38.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

Pinnacle Wealth Planning Services first reported a position in LEN in Q4 2020 and has held it in 10 quarters since. The position peaked at $361K in Q3 2024. 937 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 426 shares of Lennar Class A worth $38.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 175 Lennar Class A shares in Q2 2026, an estimated $15.6K.
  • Lennar Class A made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1454 holding.
  • Pinnacle Wealth Planning Services first reported a position in Lennar Class A in Q4 2020 and has held it in 10 quarters since.
  • Pinnacle Wealth Planning Services's Lennar Class A position peaked at $361K in Q3 2024.
  • 937 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.