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Sage Investment Counsel’s Lennar Class A LEN Stock Holding History

Sage Investment Counsel’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 		$1.38M Buy
15,208
+795
+6% +$71.1K 1.38% 24
2026
Q1 		$1.25M Buy
14,413
+1,384
+11% +$150K 1.39% 23
2025
Q4 		$1.34M Sell
13,029
-589
-4% -$71.1K 1.47% 20
2025
Q3 		$1.72M Buy
13,618
+948
+7% +$118K 1.9% 11
2025
Q2 		$1.4M Buy
+12,670
New +$1.37M 1.62% 17

Other funds holding LEN

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Sage Investment Counsel's LEN Position: Q2 2026 in Review

Sage Investment Counsel increased its Lennar Class A (LEN) stake by 5.5% in Q2 2026, buying an estimated $71.1K and bringing the position to 15,208 shares worth $1.38M. The position accounts for 1.38% of the portfolio, ranked #24.

Sage Investment Counsel first reported a position in LEN in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.72M in Q3 2025. 390 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Sage Investment Counsel held 15,208 shares of Lennar Class A worth $1.38M as of Q2 2026.
  • Sage Investment Counsel bought 795 Lennar Class A shares in Q2 2026, an estimated $71.1K.
  • Lennar Class A made up 1.38% of Sage Investment Counsel's portfolio in Q2 2026, its #24 holding.
  • Sage Investment Counsel first reported a position in Lennar Class A in Q2 2025 and has held it in 5 quarters since.
  • Sage Investment Counsel's Lennar Class A position peaked at $1.72M in Q3 2025.
  • 390 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.