Sendero Wealth Management’s Lennar Class A LEN Stock Holding History

Sendero Wealth Management’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 Q3	$980K	Sell	12,007 -154	-1%	-$12.9K	0.1%	126
2026 Q2	$1.1M	Sell	12,161 -294	-2%	-$26.3K	0.11%	117
2026 Q1	$1.08M	Sell	12,455 -36	-0.3%	-$3.89K	0.12%	100
2025 Q4	$1.28M	Buy	12,491 +2,302	+23%	+$278K	0.14%	86
2025 Q3	$1.28M	Sell	10,189 -180	-2%	-$22.3K	0.15%	79
2025 Q2	$1.15M	Buy	10,369 +1,729	+20%	+$187K	0.14%	87
2025 Q1	$992K	Buy	+8,640	New	+$1.08M	0.14%	89

Other funds holding LEN

Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Sendero Wealth Management's LEN Position: Q3 2026 in Review

Sendero Wealth Management reduced its Lennar Class A (LEN) stake by 1.3% in Q3 2026, selling an estimated $12.9K and leaving 12,007 shares worth $980K. The position accounts for 0.1% of the portfolio, ranked #126.

Sendero Wealth Management first reported a position in LEN in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.28M in Q3 2025. 520 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

Sendero Wealth Management held 12,007 shares of Lennar Class A worth $980K as of Q3 2026.
Sendero Wealth Management sold 154 Lennar Class A shares in Q3 2026, an estimated $12.9K.
Lennar Class A made up 0.1% of Sendero Wealth Management's portfolio in Q3 2026, its #126 holding.
Sendero Wealth Management first reported a position in Lennar Class A in Q1 2025 and has held it in 7 quarters since.
Sendero Wealth Management's Lennar Class A position peaked at $1.28M in Q3 2025.
520 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.