Valeo 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
$791K Buy
8,737
+1,274
+17% +$114K 0.02% 342
2026
Q1
$648K Sell
7,463
-2,121
-22% -$229K 0.02% 347
2025
Q4
$985K Sell
9,584
-113
-1% -$13.6K 0.02% 303
2025
Q3
$1.22M Buy
9,697
+29
+0.3% +$3.6K 0.03% 260
2025
Q2
$1.07M Buy
9,668
+827
+9% +$89.6K 0.03% 284
2025
Q1
$1.01M Sell
8,841
-194
-2% -$24.2K 0.03% 259
2024
Q4
$1.19M Sell
9,035
-301
-3% -$48.9K 0.03% 220
2024
Q3
$1.69M Buy
9,336
+52
+0.6% +$8.71K 0.05% 177
2024
Q2
$1.35M Sell
9,284
-150
-2% -$22.8K 0.04% 197
2024
Q1
$1.41M Sell
9,434
-217
-2% -$32.6K 0.05% 188
2023
Q4
$1.39M Sell
9,651
-163
-2% -$19.6K 0.06% 180
2023
Q3
$1.07M Buy
9,814
+5
+0.1% +$587 0.05% 197
2023
Q2
$1.19M Buy
9,809
+367
+4% +$40.1K 0.05% 183
2023
Q1
$961K Buy
9,442
+416
+5% +$40.2K 0.05% 219
2022
Q4
$791K Buy
9,026
+1,200
+15% +$97.2K 0.04% 217
2022
Q3
$565K Buy
7,826
+775
+11% +$60.2K 0.04% 241
2022
Q2
$482K Buy
7,051
+426
+6% +$31.2K 0.03% 257
2022
Q1
$521K Buy
6,625
+357
+6% +$32.2K 0.03% 319
2021
Q4
$705K Sell
6,268
-1,520
-20% -$155K 0.04% 237
2021
Q3
$706K Sell
7,788
-305
-4% -$30.2K 0.04% 235
2021
Q2
$778K Sell
8,093
-533
-6% -$51.5K 0.05% 198
2021
Q1
$845K Sell
8,626
-4,738
-35% -$398K 0.04% 195
2020
Q4
$986K Sell
13,364
-406
-3% -$30.4K 0.05% 161
2020
Q3
$1.09M Sell
13,770
-1,818
-12% -$129K 0.1% 125
2020
Q2
$930K Sell
15,588
-9,989
-39% -$510K 0.08% 132
2020
Q1
$1.11M Sell
25,577
-1,638
-6% -$92.7K 0.12% 114
2019
Q4
$1.47M Sell
27,215
-390
-1% -$22.2K 0.14% 99
2019
Q3
$1.49M Sell
27,605
-413
-1% -$20.1K 0.16% 85
2019
Q2
$1.31M Buy
28,018
+620
+2% +$30.9K 0.15% 97
2019
Q1
$1.3M Buy
27,398
+2,934
+12% +$133K 0.16% 99
2018
Q4
$927K Sell
24,464
-3,708
-13% -$151K 0.13% 116
2018
Q3
$1.17M Buy
28,172
+16,629
+144% +$838K 0.16% 101
2018
Q2
$568K Buy
11,543
+3,673
+47% +$192K 0.08% 157
2018
Q1
$449K Buy
7,870
+2,749
+54% +$166K 0.07% 162
2017
Q4
$313K Buy
5,121
+248
+5% +$14.1K 0.05% 189
2017
Q3
$245K Buy
+4,873
New +$243K 0.06% 188

Other funds holding LEN

Valeo Financial Advisors's LEN Position: Q2 2026 in Review

Valeo Financial Advisors increased its Lennar Class A (LEN) stake by 17% in Q2 2026, buying an estimated $114K and bringing the position to 8,737 shares worth $791K. The position accounts for 0.02% of the portfolio, ranked #342.

Valeo Financial Advisors first reported a position in LEN in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.69M in Q3 2024. 933 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Valeo Financial Advisors held 8,737 shares of Lennar Class A worth $791K as of Q2 2026.
  • Valeo Financial Advisors bought 1,274 Lennar Class A shares in Q2 2026, an estimated $114K.
  • Lennar Class A made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #342 holding.
  • Valeo Financial Advisors first reported a position in Lennar Class A in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's Lennar Class A position peaked at $1.69M in Q3 2024.
  • 933 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.