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Strategic Wealth Partners’s Lennar Class A LEN Stock Holding History

Strategic Wealth Partners’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
-3
Closed -$294 – 1523
2026
Q1 		$294 Buy
+3
New +$324 ﹤0.01% 1357
2019
Q3 		– Sell
-165
Closed -$8K – 751
2019
Q2 		$8K Buy
+165
New +$8.23K ﹤0.01% 583
2019
Q1 		– Sell
-4
Closed – – 796
2018
Q4 		$0 Buy
+4
New +$163 ﹤0.01% 695
2018
Q2 		– Sell
-196
Closed -$11K – 795
2018
Q1 		$11K Hold
196
– – 0.01% 476
2017
Q4 		$12K Buy
+196
New +$11.1K 0.01% 447

Other funds holding LEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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

Strategic Wealth Partners's LEN Position: Q2 2026 in Review

Strategic Wealth Partners sold out of Lennar Class A (LEN) in Q2 2026, closing a stake of 3 shares — an estimated $294 sold.

Strategic Wealth Partners first reported a position in LEN in Q4 2017 and held it in 5 quarters. The position peaked at $12K in Q4 2017. 936 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Strategic Wealth Partners reported no remaining Lennar Class A position as of Q2 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 3 Lennar Class A shares in Q2 2026, an estimated $294.
  • Strategic Wealth Partners first reported a position in Lennar Class A in Q4 2017 and held it in 5 quarters.
  • Strategic Wealth Partners's Lennar Class A position peaked at $12K in Q4 2017.
  • 936 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.