Private Advisory Group’s Lennar Class A LEN Stock Holding History

Private Advisory 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
2025 Q3	–	Sell	-2,071	Closed	-$229K	–	233
2025 Q2	$229K	Sell	2,071 -75,962	-97%	-$8.23M	0.02%	194
2025 Q1	$8.96M	Buy	78,033 +37,571	+93%	+$4.69M	1%	30
2024 Q4	$5.34M	Buy	40,462 +21,137	+109%	+$3.43M	0.6%	47
2024 Q3	$3.51M	Sell	19,325 -16,133	-45%	-$2.7M	0.42%	57
2024 Q2	$5.14M	Sell	35,458 -22,829	-39%	-$3.47M	0.67%	40
2024 Q1	$9.7M	Buy	58,287 +1,499	+3%	+$225K	1.38%	15
2023 Q4	$8.19M	Buy	56,788 +8,739	+18%	+$1.05M	1.42%	17
2023 Q3	$5.22M	Buy	+48,049	New	+$5.64M	1.03%	24
2020 Q4	–	Sell	-7,426	Closed	-$587K	–	123
2020 Q3	$587K	Sell	7,426 -213	-3%	-$15.1K	0.24%	61
2020 Q2	$456K	Buy	+7,639	New	+$390K	0.19%	79

Other funds holding LEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Advisory Group's LEN Position: Q3 2025 in Review

Private Advisory Group sold out of Lennar Class A (LEN) in Q3 2025, closing a stake of 2,071 shares — an estimated $229K sold.

Private Advisory Group first reported a position in LEN in Q2 2020 and held it in 10 quarters. The position peaked at $9.7M in Q1 2024. 981 funds tracked by Wall St. Rank hold LEN as of Q3 2025.

Private Advisory Group reported no remaining Lennar Class A position as of Q3 2025 after selling out during the quarter.
Private Advisory Group sold 2,071 Lennar Class A shares in Q3 2025, an estimated $229K.
Private Advisory Group first reported a position in Lennar Class A in Q2 2020 and held it in 10 quarters.
Private Advisory Group's Lennar Class A position peaked at $9.7M in Q1 2024.
981 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2025.

Based on Private Advisory Group's 13F filing for Q3 2025, filed 10 Nov 2025.