Sierra Summit Advisors’s Lennar Class A LEN Stock Holding History

Sierra Summit 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
2026 Q2	$1.2M	Sell	13,226 -803	-6%	-$71.8K	0.13%	109
2026 Q1	$1.22M	Sell	14,029 -275	-2%	-$29.7K	0.18%	86
2025 Q4	$1.47M	Buy	14,304 +280	+2%	+$33.8K	0.23%	66
2025 Q3	$1.77M	Buy	14,024 +2,964	+27%	+$368K	0.27%	60
2025 Q2	$1.22M	Buy	+11,060	New	+$1.2M	0.22%	67
2025 Q1	–	Sell	-1,693	Closed	-$224K	–	188
2024 Q4	$224K	Sell	1,693 -290	-15%	-$47.1K	0.04%	145
2024 Q3	$360K	Buy	+1,983	New	+$332K	0.08%	120
2024 Q1	–	Sell	-2,262	Closed	-$326K	–	190
2023 Q4	$326K	Buy	+2,262	New	+$272K	0.1%	123

Other funds holding LEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sierra Summit Advisors's LEN Position: Q2 2026 in Review

Sierra Summit Advisors reduced its Lennar Class A (LEN) stake by 5.7% in Q2 2026, selling an estimated $71.8K and leaving 13,226 shares worth $1.2M. The position accounts for 0.13% of the portfolio, ranked #109.

Sierra Summit Advisors first reported a position in LEN in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.77M in Q3 2025. 933 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Sierra Summit Advisors held 13,226 shares of Lennar Class A worth $1.2M as of Q2 2026.
Sierra Summit Advisors sold 803 Lennar Class A shares in Q2 2026, an estimated $71.8K.
Lennar Class A made up 0.13% of Sierra Summit Advisors's portfolio in Q2 2026, its #109 holding.
Sierra Summit Advisors first reported a position in Lennar Class A in Q4 2023 and has held it in 8 quarters since.
Sierra Summit Advisors's Lennar Class A position peaked at $1.77M in Q3 2025.
933 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.