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Revolve Wealth Partners’s Lennar Class A LEN Stock Holding History

Revolve Wealth Partners’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 		$522K Sell
5,766
-335
-5% -$30K 0.05% 184
2026
Q1 		$530K Sell
6,101
-1,323
-18% -$143K 0.07% 123
2025
Q4 		$763K Sell
7,424
-24
-0.3% -$2.9K 0.09% 103
2025
Q3 		$939K Buy
+7,448
New +$924K 0.11% 92
2024
Q4 		– Sell
-1,252
Closed -$227K – 223
2024
Q3 		$227K Buy
+1,252
New +$210K 0.03% 182
2024
Q2 		– Sell
-1,248
Closed -$208K – 186
2024
Q1 		$208K Buy
+1,248
New +$188K 0.04% 179
2022
Q3 		– Sell
-2,926
Closed -$200K – 140
2022
Q2 		$200K Buy
+2,926
New +$214K 0.07% 135
2022
Q1 		– Sell
-2,013
Closed -$226K – 154
2021
Q4 		$226K Buy
+2,013
New +$206K 0.07% 135

Other funds holding LEN

AMAL
Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return