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Venturi Wealth Management’s Lennar Class A LEN Stock Holding History

Venturi Wealth Management’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
2025
Q2 		– Sell
-2,275
Closed -$261K – 583
2025
Q1 		$261K Buy
2,275
+1,296
+132% +$162K 0.01% 476
2024
Q4 		$129K Buy
979
+88
+10% +$14.3K 0.01% 671
2024
Q3 		$162K Buy
891
+44
+5% +$7.37K 0.01% 470
2024
Q2 		$123K Buy
847
+609
+256% +$92.7K 0.01% 474
2024
Q1 		$39.6K Buy
238
+48
+25% +$7.21K ﹤0.01% 553
2023
Q4 		$27.4K Sell
190
-2,909
-94% -$350K ﹤0.01% 617
2023
Q3 		$337K Hold
3,099
– – 0.03% 282
2023
Q2 		$376K Sell
3,099
-2,066
-40% -$225K 0.03% 243
2023
Q1 		$526K Hold
5,165
– – 0.04% 226
2022
Q4 		$453K Buy
+5,165
New +$418K 0.04% 242

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Venturi Wealth Management's LEN Position: Q2 2025 in Review

Venturi Wealth Management sold out of Lennar Class A (LEN) in Q2 2025, closing a stake of 2,275 shares — an estimated $261K sold.

Venturi Wealth Management first reported a position in LEN in Q4 2022 and held it in 10 quarters. The position peaked at $526K in Q1 2023. 939 funds tracked by Wall St. Rank hold LEN as of Q2 2025.

  • Venturi Wealth Management reported no remaining Lennar Class A position as of Q2 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 2,275 Lennar Class A shares in Q2 2025, an estimated $261K.
  • Venturi Wealth Management first reported a position in Lennar Class A in Q4 2022 and held it in 10 quarters.
  • Venturi Wealth Management's Lennar Class A position peaked at $526K in Q1 2023.
  • 939 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2025.

Based on Venturi Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.