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Provenance Wealth Advisors’s Lennar Class A LEN Stock Holding History

Provenance Wealth 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
Q1 		$43.4K Sell
500
-119
-19% -$12.9K ﹤0.01% 213
2025
Q4 		$63.6K Hold
619
– – 0.01% 189
2025
Q3 		$78K Buy
619
+119
+24% +$14.8K 0.01% 184
2025
Q2 		$55.3K Hold
500
– – 0.01% 207
2025
Q1 		$57.4K Sell
500
-17
-3% -$2.12K 0.01% 216
2024
Q4 		$68.2K Hold
517
– – 0.01% 209
2024
Q3 		$93.7K Hold
517
– – 0.01% 196
2024
Q2 		$74.9K Hold
517
– – 0.01% 190
2024
Q1 		$86K Hold
517
– – 0.01% 191
2023
Q4 		$74.5K Hold
517
– – 0.01% 182
2023
Q3 		$56.1K Buy
+517
New +$60.6K 0.01% 169

Other funds holding LEN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return