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Private Wealth Management Group’s Lennar Class A LEN Stock Holding History

Private Wealth Management 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
Q3 		$10.6K Buy
130
+80
+160% +$6.72K ﹤0.01% 611
2026
Q2 		$4.52K Buy
50
+21
+72% +$1.88K ﹤0.01% 883
2026
Q1 		$2.52K Sell
29
-89
-75% -$9.6K ﹤0.01% 1009
2025
Q4 		$12.1K Hold
118
– – ﹤0.01% 461
2025
Q3 		$14.9K Hold
118
– – ﹤0.01% 406
2025
Q2 		$13.1K Buy
118
+76
+181% +$8.24K ﹤0.01% 413
2025
Q1 		$4.82K Sell
42
-30
-42% -$3.75K ﹤0.01% 740
2024
Q4 		$9.5K Sell
72
-12
-14% -$1.95K ﹤0.01% 490
2024
Q3 		$15.2K Hold
84
– – 0.01% 346
2024
Q2 		$12.1K Hold
84
– – 0.01% 394
2024
Q1 		$13.9K Hold
84
– – 0.01% 339
2023
Q4 		$12.1K Buy
+84
New +$10.1K 0.01% 370

Other funds holding LEN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Private Wealth Management Group's LEN Position: Q3 2026 in Review

Private Wealth Management Group increased its Lennar Class A (LEN) stake by 160% in Q3 2026, buying an estimated $6.72K and bringing the position to 130 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Private Wealth Management Group first reported a position in LEN in Q4 2023 and has held it in 12 quarters since. The position peaked at $15.2K in Q3 2024. 726 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

  • Private Wealth Management Group held 130 shares of Lennar Class A worth $10.6K as of Q3 2026.
  • Private Wealth Management Group bought 80 Lennar Class A shares in Q3 2026, an estimated $6.72K.
  • Lennar Class A made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #611 holding.
  • Private Wealth Management Group first reported a position in Lennar Class A in Q4 2023 and has held it in 12 quarters since.
  • Private Wealth Management Group's Lennar Class A position peaked at $15.2K in Q3 2024.
  • 726 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.