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 Q2	$4.53K	Buy	50 +21	+72%	+$1.88K	﹤0.01%	883
2026 Q1	$2.52K	Sell	29 -89	-75%	-$9.62K	﹤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%	+$8.23K	﹤0.01%	413
2025 Q1	$4.82K	Sell	42 -30	-42%	-$3.75K	﹤0.01%	740
2024 Q4	$9.55K	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 New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Wealth Management Group's LEN Position: Q2 2026 in Review

Private Wealth Management Group increased its Lennar Class A (LEN) stake by 72% in Q2 2026, buying an estimated $1.88K and bringing the position to 50 shares worth $4.53K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

Private Wealth Management Group first reported a position in LEN in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.2K in Q3 2024. 937 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Private Wealth Management Group held 50 shares of Lennar Class A worth $4.53K as of Q2 2026.
Private Wealth Management Group bought 21 Lennar Class A shares in Q2 2026, an estimated $1.88K.
Lennar Class A made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #883 holding.
Private Wealth Management Group first reported a position in Lennar Class A in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Lennar Class A position peaked at $15.2K in Q3 2024.
937 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.