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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
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 – 1227
2020
Q4 		$24K Buy
+322
New +$24.1K 0.01% 1089

Other funds holding LEN

BlackRock
BlackRock New York $5.7T 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