True Wealth Design
LEN icon

True Wealth Design’s Lennar Class A LEN Stock Holding History

True Wealth Design’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
Q3 		$46.9K Buy
575
+347
+152% +$29.2K 0.01% 524
2026
Q2 		$20.6K Buy
228
+162
+245% +$14.5K ﹤0.01% 793
2026
Q1 		$5.73K Sell
66
-8
-11% -$865 ﹤0.01% 1151
2025
Q4 		$7.58K Hold
74
– – ﹤0.01% 942
2025
Q3 		$9.36K Sell
74
-21
-22% -$2.61K ﹤0.01% 856
2025
Q2 		$10.5K Buy
95
+32
+51% +$3.47K ﹤0.01% 566
2025
Q1 		$7.18K Buy
63
+44
+232% +$5.5K ﹤0.01% 568
2024
Q4 		$2.39K Buy
19
+8
+73% +$1.3K ﹤0.01% 691
2024
Q3 		$2.06K Buy
11
+1
+10% +$168 ﹤0.01% 774
2024
Q2 		$1.5K Buy
10
+1
+11% +$152 ﹤0.01% 422
2024
Q1 		$1.55K Sell
9
-6,889
-100% -$1.04M ﹤0.01% 380
2023
Q4 		$995K Sell
6,898
-350
-5% -$42.2K 0.28% 29
2023
Q3 		$787K Sell
7,248
-587
-7% -$68.9K 0.26% 59
2023
Q2 		$950K Sell
7,835
-714
-8% -$77.9K 0.35% 31
2023
Q1 		$870K Sell
8,549
-946
-10% -$91.3K 0.36% 38
2022
Q4 		$832K Buy
+9,495
New +$769K 0.38% 39

Other funds holding LEN

Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JGP Wealth Management
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

True Wealth Design's LEN Position: Q3 2026 in Review

True Wealth Design increased its Lennar Class A (LEN) stake by 152% in Q3 2026, buying an estimated $29.2K and bringing the position to 575 shares worth $46.9K. The position accounts for 0.01% of the portfolio, ranked #524.

True Wealth Design first reported a position in LEN in Q4 2022 and has held it in 16 quarters since. The position peaked at $995K in Q4 2023. 189 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

  • True Wealth Design held 575 shares of Lennar Class A worth $46.9K as of Q3 2026.
  • True Wealth Design bought 347 Lennar Class A shares in Q3 2026, an estimated $29.2K.
  • Lennar Class A made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #524 holding.
  • True Wealth Design first reported a position in Lennar Class A in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Lennar Class A position peaked at $995K in Q4 2023.
  • 189 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.