VWA
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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
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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
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
GA
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
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