SageView Advisory Group’s Lennar Class A LEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
– Sell
-866
Closed -$89.1K – 1621
2025
Q4
$89.1K Buy
+866
New +$105K ﹤0.01% 862

Other funds holding LEN

SageView Advisory Group's LEN Position: Q1 2026 in Review

SageView Advisory Group sold out of Lennar Class A (LEN) in Q1 2026, closing a stake of 866 shares — an estimated $89.1K sold.

SageView Advisory Group first reported a position in LEN in Q4 2025 and held it in 1 quarter. The position peaked at $89.1K in Q4 2025. 938 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • SageView Advisory Group reported no remaining Lennar Class A position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 866 Lennar Class A shares in Q1 2026, an estimated $89.1K.
  • SageView Advisory Group first reported a position in Lennar Class A in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Lennar Class A position peaked at $89.1K in Q4 2025.
  • 938 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.