Powell Investment Advisors’s Lennar Class A LEN Stock Holding History

Powell Investment Advisors’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	$488K	Hold	5,392	–	–	0.15%	79
2026 Q1	$468K	Hold	5,392	–	–	0.16%	85
2025 Q4	$554K	Hold	5,392	–	–	0.19%	77
2025 Q3	$680K	Hold	5,392	–	–	0.24%	64
2025 Q2	$596K	Hold	5,392	–	–	0.22%	67
2025 Q1	$619K	Sell	5,392 -178	-3%	-$22.2K	0.3%	50
2024 Q4	$735K	Hold	5,570	–	–	0.34%	46
2024 Q3	$1.01M	Hold	5,570	–	–	0.47%	36
2024 Q2	$808K	Hold	5,570	–	–	0.42%	39
2024 Q1	$927K	Hold	5,570	–	–	0.49%	34
2023 Q4	$804K	Hold	5,570	–	–	0.44%	37
2023 Q3	$605K	Hold	5,570	–	–	0.36%	46
2023 Q2	$676K	Sell	5,570 -264	-5%	-$28.8K	0.39%	43
2023 Q1	$594K	Sell	5,834 -656	-10%	-$63.3K	0.33%	52
2022 Q4	$569K	Hold	6,490	–	–	0.33%	52
2022 Q3	$468K	Buy	6,490 +2,226	+52%	+$173K	0.31%	56
2022 Q2	$291K	Buy	+4,264	New	+$312K	0.18%	81

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Powell Investment Advisors's LEN Position: Q2 2026 in Review

Powell Investment Advisors held its Lennar Class A (LEN) position steady in Q2 2026 at 5,392 shares worth $488K. The position accounts for 0.15% of the portfolio, ranked #79.

Powell Investment Advisors first reported a position in LEN in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.01M in Q3 2024. 454 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Powell Investment Advisors held 5,392 shares of Lennar Class A worth $488K as of Q2 2026.
Powell Investment Advisors left its Lennar Class A share count unchanged in Q2 2026.
Lennar Class A made up 0.15% of Powell Investment Advisors's portfolio in Q2 2026, its #79 holding.
Powell Investment Advisors first reported a position in Lennar Class A in Q2 2022 and has held it in 17 quarters since.
Powell Investment Advisors's Lennar Class A position peaked at $1.01M in Q3 2024.
454 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.