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 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%	917
2022 Q2	$0	Sell	2 -19	-90%	-$1.39K	﹤0.01%	936
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%	876
2020 Q4	$0	Buy	+5	New	+$374	﹤0.01%	848

Other funds holding LEN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Eagle Capital Management (New York)

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return