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Strategic Investment Advisors’s Lennar Class A LEN Stock Holding History

Strategic Investment 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 		$590K Sell
6,795
-340
-5% -$36.7K 0.04% 199
2025
Q4 		$733K Buy
7,135
+7,104
+22,916% +$858K 0.06% 123
2025
Q3 		$940K Sell
31
-7,500
-100% -$931K 0.08% 106
2025
Q2 		$830K Sell
7,531
-323
-4% -$35K 0.08% 108
2025
Q1 		$901K Sell
7,854
-310
-4% -$38.7K 0.1% 116
2024
Q4 		$1.08M Buy
8,164
+16
+0.2% +$2.6K 0.11% 105
2024
Q3 		$1.48M Buy
8,148
+237
+3% +$39.7K 0.16% 84
2024
Q2 		$1.15M Buy
7,911
+229
+3% +$34.8K 0.14% 97
2024
Q1 		$1.28M Buy
7,682
+176
+2% +$26.5K 0.16% 89
2023
Q4 		$1.08M Sell
7,506
-1
-0% -$120 0.16% 89
2023
Q3 		$816K Buy
+7,507
New +$881K 0.13% 112
2021
Q1 		– Sell
-9,251
Closed -$683K – 201
2020
Q4 		$683K Buy
+9,251
New +$693K 0.2% 96

Other funds holding LEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
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

Strategic Investment Advisors's LEN Position: Q1 2026 in Review

Strategic Investment Advisors reduced its Lennar Class A (LEN) stake by 4.8% in Q1 2026, selling an estimated $36.7K and leaving 6,795 shares worth $590K. The position accounts for 0.04% of the portfolio, ranked #199.

Strategic Investment Advisors first reported a position in LEN in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.48M in Q3 2024. 936 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Strategic Investment Advisors held 6,795 shares of Lennar Class A worth $590K as of Q1 2026.
  • Strategic Investment Advisors sold 340 Lennar Class A shares in Q1 2026, an estimated $36.7K.
  • Lennar Class A made up 0.04% of Strategic Investment Advisors's portfolio in Q1 2026, its #199 holding.
  • Strategic Investment Advisors first reported a position in Lennar Class A in Q4 2020 and has held it in 12 quarters since.
  • Strategic Investment Advisors's Lennar Class A position peaked at $1.48M in Q3 2024.
  • 936 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.