United Capital Financial Advisors’s Lennar Class A LEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.27M | Buy |
14,062
+3,959
| +39% | +$354K | 0.01% | 722 |
|
|
2026
Q1 | $877K | Buy |
10,103
+677
| +7% | +$73.2K | 0.01% | 808 |
|
|
2025
Q4 | $969K | Sell |
9,426
-1,014
| -10% | -$122K | 0.01% | 742 |
|
|
2025
Q3 | $1.32M | Buy |
10,440
+150
| +1% | +$18.6K | 0.01% | 568 |
|
|
2025
Q2 | $1.14M | Sell |
10,290
-2,390
| -19% | -$259K | 0.01% | 558 |
|
|
2025
Q1 | $1.46M | Sell |
12,680
-190
| -1% | -$23.7K | 0.01% | 487 |
|
|
2024
Q4 | $1.7M | Buy |
12,870
+81
| +0.6% | +$13.2K | 0.01% | 451 |
|
|
2024
Q3 | $2.32M | Buy |
12,789
+625
| +5% | +$105K | 0.02% | 385 |
|
|
2024
Q2 | $1.76M | Buy |
12,164
+912
| +8% | +$139K | 0.02% | 429 |
|
|
2024
Q1 | $1.87M | Sell |
11,252
-710
| -6% | -$107K | 0.02% | 443 |
|
|
2023
Q4 | $1.73M | Buy |
11,962
+9,433
| +373% | +$1.14M | 0.01% | 447 |
|
|
2023
Q3 | $275K | Sell |
2,529
-218
| -8% | -$25.6K | ﹤0.01% | 744 |
|
|
2023
Q2 | $333K | Sell |
2,747
-386
| -12% | -$42.1K | ﹤0.01% | 746 |
|
|
2023
Q1 | $319K | Sell |
3,133
-2,815
| -47% | -$272K | ﹤0.01% | 809 |
|
|
2022
Q4 | $521K | Sell |
5,948
-499
| -8% | -$40.4K | ﹤0.01% | 746 |
|
|
2022
Q3 | $465K | Sell |
6,447
-2,595
| -29% | -$202K | ﹤0.01% | 776 |
|
|
2022
Q2 | $618K | Sell |
9,042
-3,279
| -27% | -$240K | ﹤0.01% | 745 |
|
|
2022
Q1 | $968K | Sell |
12,321
-233
| -2% | -$21K | ﹤0.01% | 672 |
|
|
2021
Q4 | $1.41M | Buy |
12,554
+257
| +2% | +$26.3K | 0.01% | 613 |
|
|
2021
Q3 | $1.11M | Buy |
12,297
+86
| +0.7% | +$8.51K | 0.01% | 648 |
|
|
2021
Q2 | $1.17M | Buy |
12,211
+1,445
| +13% | +$140K | 0.01% | 652 |
|
|
2021
Q1 | $1.05M | Buy |
10,766
+2,545
| +31% | +$214K | 0.01% | 655 |
|
|
2020
Q4 | $607K | Sell |
8,221
-76,298
| -90% | -$5.71M | ﹤0.01% | 794 |
|
|
2020
Q3 | $6.68M | Buy |
84,519
+81,134
| +2,397% | +$5.76M | 0.04% | 293 |
|
|
2020
Q2 | $202K | Buy |
+3,385
| New | +$173K | ﹤0.01% | 1106 |
|
|
2020
Q1 | – | Sell |
-5,015
| Closed | -$271K | – | 1294 |
|
|
2019
Q4 | $271K | Buy |
+5,015
| New | +$286K | ﹤0.01% | 1180 |
|
|
2019
Q3 | – | Sell |
-4,895
| Closed | -$230K | – | 1409 |
|
|
2019
Q2 | $230K | Buy |
4,895
+669
| +16% | +$33.4K | ﹤0.01% | 1325 |
|
|
2019
Q1 | $201K | Buy |
+4,226
| New | +$191K | ﹤0.01% | 1271 |
|
|
2018
Q3 | – | Sell |
-5,380
| Closed | -$273K | – | 1356 |
|
|
2018
Q2 | $273K | Buy |
5,380
+73
| +1% | +$3.82K | ﹤0.01% | 1120 |
|
|
2018
Q1 | $303K | Buy |
5,307
+119
| +2% | +$7.18K | ﹤0.01% | 1091 |
|
|
2017
Q4 | $318K | Sell |
5,188
-70
| -1% | -$3.98K | ﹤0.01% | 1094 |
|
|
2017
Q3 | $264K | Sell |
5,258
-317
| -6% | -$15.8K | ﹤0.01% | 1154 |
|
|
2017
Q2 | $283K | Sell |
5,575
-8,187
| -59% | -$403K | ﹤0.01% | 1093 |
|
|
2017
Q1 | $671K | Sell |
13,762
-4,111
| -23% | -$186K | 0.01% | 846 |
|
|
2016
Q4 | $730K | Sell |
17,873
-3,320
| -16% | -$134K | 0.01% | 826 |
|
|
2016
Q3 | $854K | Sell |
21,193
-329
| -2% | -$14.6K | 0.01% | 817 |
|
|
2016
Q2 | $942K | Buy |
21,522
+10,509
| +95% | +$460K | 0.01% | 752 |
|
|
2016
Q1 | $507K | Buy |
11,013
+2,610
| +31% | +$107K | 0.01% | 880 |
|
|
2015
Q4 | $391K | Buy |
+8,403
| New | +$401K | ﹤0.01% | 950 |
|
|
2015
Q1 | – | Sell |
-4,917
| Closed | -$210K | – | 1255 |
|
|
2014
Q4 | $210K | Buy |
+4,917
| New | +$204K | ﹤0.01% | 1089 |
|
Other funds holding LEN
GA
United Capital Financial Advisors's LEN Position: Q2 2026 in Review
United Capital Financial Advisors increased its Lennar Class A (LEN) stake by 39% in Q2 2026, buying an estimated $354K and bringing the position to 14,062 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #722.
United Capital Financial Advisors first reported a position in LEN in Q4 2014 and has held it in 40 quarters since. The position peaked at $6.68M in Q3 2020. 933 funds tracked by Wall St. Rank hold LEN as of Q2 2026.
- United Capital Financial Advisors held 14,062 shares of Lennar Class A worth $1.27M as of Q2 2026.
- United Capital Financial Advisors bought 3,959 Lennar Class A shares in Q2 2026, an estimated $354K.
- Lennar Class A made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #722 holding.
- United Capital Financial Advisors first reported a position in Lennar Class A in Q4 2014 and has held it in 40 quarters since.
- United Capital Financial Advisors's Lennar Class A position peaked at $6.68M in Q3 2020.
- 933 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.