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Valued Wealth Advisors’s Lennar Class A LEN Stock Holding History

Valued Wealth 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
2026
Q2 		$3.71K Buy
41
+33
+413% +$2.95K ﹤0.01% 516
2026
Q1 		$695 Sell
8
-8
-50% -$865 ﹤0.01% 653
2025
Q4 		$1.65K Buy
16
+8
+100% +$966 ﹤0.01% 416
2025
Q3 		$1.01K Hold
8
– – ﹤0.01% 456
2025
Q2 		$886 Sell
8
-39
-83% -$4.23K ﹤0.01% 460
2025
Q1 		$5.41K Sell
47
-18
-28% -$2.25K ﹤0.01% 296
2024
Q4 		$8.59K Buy
65
+6
+10% +$975 0.01% 250
2024
Q3 		$10.7K Buy
59
+4
+7% +$670 0.01% 202
2024
Q2 		$7.94K Buy
55
+15
+38% +$2.28K 0.01% 224
2024
Q1 		$6.71K Buy
40
+19
+90% +$2.86K ﹤0.01% 229
2023
Q4 		$2.25K Buy
+21
New +$2.53K ﹤0.01% 292

Other funds holding LEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Valued Wealth Advisors's LEN Position: Q2 2026 in Review

Valued Wealth Advisors increased its Lennar Class A (LEN) stake by 413% in Q2 2026, buying an estimated $2.95K and bringing the position to 41 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Valued Wealth Advisors first reported a position in LEN in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.7K in Q3 2024. 939 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Valued Wealth Advisors held 41 shares of Lennar Class A worth $3.71K as of Q2 2026.
  • Valued Wealth Advisors bought 33 Lennar Class A shares in Q2 2026, an estimated $2.95K.
  • Lennar Class A made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #516 holding.
  • Valued Wealth Advisors first reported a position in Lennar Class A in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Lennar Class A position peaked at $10.7K in Q3 2024.
  • 939 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.