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Root Financial Partners’s Lennar Class A LEN Stock Holding History

Root Financial 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 		– Sell
-576
Closed -$50K – 1947
2026
Q1 		$50K Buy
576
+266
+86% +$28.7K ﹤0.01% 874
2025
Q4 		$31.9K Buy
310
+41
+15% +$4.95K ﹤0.01% 913
2025
Q3 		$33.9K Buy
+269
New +$33.4K ﹤0.01% 826

Other funds holding LEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Root Financial Partners's LEN Position: Q2 2026 in Review

Root Financial Partners sold out of Lennar Class A (LEN) in Q2 2026, closing a stake of 576 shares — an estimated $50K sold.

Root Financial Partners first reported a position in LEN in Q3 2025 and held it in 3 quarters. The position peaked at $50K in Q1 2026. 937 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Root Financial Partners reported no remaining Lennar Class A position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 576 Lennar Class A shares in Q2 2026, an estimated $50K.
  • Root Financial Partners first reported a position in Lennar Class A in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Lennar Class A position peaked at $50K in Q1 2026.
  • 937 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.