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

Stratos 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
2025
Q1 		– Sell
-7,653
Closed -$1.01M – 716
2024
Q4 		$1.01M Buy
7,653
+1,450
+23% +$236K 0.05% 331
2024
Q3 		$1.13M Sell
6,203
-1,043
-14% -$175K 0.05% 330
2024
Q2 		$1.05M Buy
7,246
+5,119
+241% +$779K 0.05% 321
2024
Q1 		$354K Buy
2,127
+178
+9% +$26.8K 0.02% 529
2023
Q4 		$281K Buy
+1,949
New +$235K 0.02% 570
2022
Q1 		– Sell
-2,251
Closed -$253K – 554
2021
Q4 		$253K Hold
2,251
– – 0.02% 487
2021
Q3 		$204K Sell
2,251
-67
-3% -$6.63K 0.02% 490
2021
Q2 		$223K Sell
2,318
-94
-4% -$9.08K 0.02% 495
2021
Q1 		$236K Buy
+2,412
New +$203K 0.03% 436

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stratos Wealth Advisors's LEN Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of Lennar Class A (LEN) in Q1 2025, closing a stake of 7,653 shares — an estimated $1.01M sold.

Stratos Wealth Advisors first reported a position in LEN in Q1 2021 and held it in 9 quarters. The position peaked at $1.13M in Q3 2024. 966 funds tracked by Wall St. Rank hold LEN as of Q1 2025.

  • Stratos Wealth Advisors reported no remaining Lennar Class A position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 7,653 Lennar Class A shares in Q1 2025, an estimated $1.01M.
  • Stratos Wealth Advisors first reported a position in Lennar Class A in Q1 2021 and held it in 9 quarters.
  • Stratos Wealth Advisors's Lennar Class A position peaked at $1.13M in Q3 2024.
  • 966 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.