Valeo Financial Advisors
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Valeo Financial Advisors’s Lennar Class A LEN Stock Holding History

Valeo Financial 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
2019
Q4 		– Sell
-207
Closed -$11K – 1672
2019
Q3 		$11K Buy
+207
New +$10.1K ﹤0.01% 1007

Other funds holding LEN

Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Valeo Financial Advisors's LEN Position: Q3 2026 in Review

Valeo Financial Advisors increased its Lennar Class A (LEN) stake by 0.13% in Q3 2026, buying an estimated $924 and bringing the position to 8,748 shares worth $714K. The position accounts for 0.02% of the portfolio, ranked #372.

Valeo Financial Advisors first reported a position in LEN in Q3 2017 and has held it in 37 quarters since. The position peaked at $1.69M in Q3 2024. 94 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

  • Valeo Financial Advisors held 8,748 shares of Lennar Class A worth $714K as of Q3 2026.
  • Valeo Financial Advisors bought 11 Lennar Class A shares in Q3 2026, an estimated $924.
  • Lennar Class A made up 0.02% of Valeo Financial Advisors's portfolio in Q3 2026, its #372 holding.
  • Valeo Financial Advisors first reported a position in Lennar Class A in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's Lennar Class A position peaked at $1.69M in Q3 2024.
  • 94 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.