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Portside Wealth Group’s Lennar Class A LEN Stock Holding History

Portside Wealth Group’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 		– Sell
-2,299
Closed -$236K – 498
2025
Q4 		$236K Sell
2,299
-517
-18% -$62.4K 0.03% 415
2025
Q3 		$355K Sell
2,816
-29
-1% -$3.6K 0.05% 331
2025
Q2 		$315K Buy
2,845
+81
+3% +$8.78K 0.05% 342
2025
Q1 		$317K Buy
2,764
+608
+28% +$75.9K 0.05% 320
2024
Q4 		$285K Buy
2,156
+223
+12% +$36.2K 0.05% 336
2024
Q3 		$351K Buy
1,933
+87
+5% +$14.6K 0.06% 276
2024
Q2 		$268K Buy
1,846
+47
+3% +$7.15K 0.05% 291
2024
Q1 		$300K Buy
1,799
+42
+2% +$6.31K 0.06% 275
2023
Q4 		$254K Buy
+1,757
New +$212K 0.05% 297
2023
Q3 		– Sell
-1,774
Closed -$215K – 374
2023
Q2 		$215K Buy
+1,774
New +$194K 0.04% 311

Other funds holding LEN

BlackRock
BlackRock New York $5.72T 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

Portside Wealth Group's LEN Position: Q1 2026 in Review

Portside Wealth Group sold out of Lennar Class A (LEN) in Q1 2026, closing a stake of 2,299 shares — an estimated $236K sold.

Portside Wealth Group first reported a position in LEN in Q2 2023 and held it in 10 quarters. The position peaked at $355K in Q3 2025. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Portside Wealth Group reported no remaining Lennar Class A position as of Q1 2026 after selling out during the quarter.
  • Portside Wealth Group sold 2,299 Lennar Class A shares in Q1 2026, an estimated $236K.
  • Portside Wealth Group first reported a position in Lennar Class A in Q2 2023 and held it in 10 quarters.
  • Portside Wealth Group's Lennar Class A position peaked at $355K in Q3 2025.
  • 932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Portside Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.