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 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

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