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

SOA 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
2026 Q2	–	Sell	-1	Closed	-$93	–	928
2026 Q1	$93	Hold	1	–	–	﹤0.01%	834
2025 Q4	$110	Hold	1	–	–	﹤0.01%	831
2025 Q3	$134	Hold	1	–	–	﹤0.01%	849
2025 Q2	$117	Hold	1	–	–	﹤0.01%	832
2025 Q1	$121	Hold	1	–	–	﹤0.01%	841
2024 Q4	$143	Hold	1	–	–	﹤0.01%	834
2024 Q3	$196	Hold	1	–	–	﹤0.01%	795
2024 Q2	$156	Sell	1 -1	-50%	-$152	﹤0.01%	809
2024 Q1	$351	Hold	2	–	–	﹤0.01%	827
2023 Q4	$303	Hold	2	–	–	﹤0.01%	827
2023 Q3	$228	Hold	2	–	–	﹤0.01%	870
2023 Q2	$254	Hold	2	–	–	﹤0.01%	867
2023 Q1	$213	Hold	2	–	–	﹤0.01%	901
2022 Q4	$183	Hold	2	–	–	﹤0.01%	910
2022 Q3	$0	Hold	2	–	–	﹤0.01%	916
2022 Q2	$0	Sell	2 -19	-90%	-$1.39K	﹤0.01%	935
2022 Q1	$1K	Hold	21	–	–	﹤0.01%	856
2021 Q4	$2K	Hold	21	–	–	﹤0.01%	780
2021 Q3	$1K	Buy	21 +1	+5%	+$99	﹤0.01%	849
2021 Q2	$1K	Buy	20 +12	+150%	+$1.16K	﹤0.01%	829
2021 Q1	$0	Buy	8 +3	+60%	+$252	﹤0.01%	875
2020 Q4	$0	Buy	+5	New	+$374	﹤0.01%	847

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

SOA Wealth Advisors's LEN Position: Q2 2026 in Review

SOA Wealth Advisors sold out of Lennar Class A (LEN) in Q2 2026, closing a stake of 1 share — an estimated $93 sold.

SOA Wealth Advisors first reported a position in LEN in Q4 2020 and held it in 22 quarters. The position peaked at $2K in Q4 2021. 937 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

SOA Wealth Advisors reported no remaining Lennar Class A position as of Q2 2026 after selling out during the quarter.
SOA Wealth Advisors sold 1 Lennar Class A share in Q2 2026, an estimated $93.
SOA Wealth Advisors first reported a position in Lennar Class A in Q4 2020 and held it in 22 quarters.
SOA Wealth Advisors's Lennar Class A position peaked at $2K in Q4 2021.
937 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.