Principia Wealth Advisory’s Lennar Class A LEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.53K Buy
28
+8
+40% +$715 ﹤0.01% 525
2026
Q1
$1.74K Buy
20
+8
+67% +$865 ﹤0.01% 553
2025
Q4
$1.23K Sell
12
-2
-14% -$242 ﹤0.01% 609
2025
Q3
$1.76K Buy
14
+2
+17% +$248 ﹤0.01% 461
2025
Q2
$1.33K Sell
12
-2
-14% -$217 ﹤0.01% 490
2025
Q1
$1.52K Buy
14
+9
+180% +$1.12K ﹤0.01% 329
2024
Q4
$682 Buy
+5
New +$813 ﹤0.01% 452

Other funds holding LEN

Principia Wealth Advisory's LEN Position: Q2 2026 in Review

Principia Wealth Advisory increased its Lennar Class A (LEN) stake by 40% in Q2 2026, buying an estimated $715 and bringing the position to 28 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Principia Wealth Advisory first reported a position in LEN in Q4 2024 and has held it in 7 quarters since. 936 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Principia Wealth Advisory held 28 shares of Lennar Class A worth $2.53K as of Q2 2026.
  • Principia Wealth Advisory bought 8 Lennar Class A shares in Q2 2026, an estimated $715.
  • Lennar Class A made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #525 holding.
  • Principia Wealth Advisory first reported a position in Lennar Class A in Q4 2024 and has held it in 7 quarters since.
  • 936 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.