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SFMG Wealth Advisors’s Lennar Class A LEN Stock Holding History

SFMG Wealth Advisors’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
2025
Q4 		– Sell
-1,627
Closed -$205K – 321
2025
Q3 		$205K Buy
+1,627
New +$202K 0.01% 280

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFMG Wealth Advisors's LEN Position: Q4 2025 in Review

SFMG Wealth Advisors sold out of Lennar Class A (LEN) in Q4 2025, closing a stake of 1,627 shares — an estimated $205K sold.

SFMG Wealth Advisors first reported a position in LEN in Q3 2025 and held it in 1 quarter. The position peaked at $205K in Q3 2025. 968 funds tracked by Wall St. Rank hold LEN as of Q4 2025.

  • SFMG Wealth Advisors reported no remaining Lennar Class A position as of Q4 2025 after selling out during the quarter.
  • SFMG Wealth Advisors sold 1,627 Lennar Class A shares in Q4 2025, an estimated $205K.
  • SFMG Wealth Advisors first reported a position in Lennar Class A in Q3 2025 and held it in 1 quarter.
  • SFMG Wealth Advisors's Lennar Class A position peaked at $205K in Q3 2025.
  • 968 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2025.

Based on SFMG Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.