Wealthspire Advisors (New York)’s Lennar Class A LEN Stock Holding History

Wealthspire Advisors (New York)’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 Q4	–	Sell	-587	Closed	-$74K	–	2062
2025 Q3	$74K	Buy	+587	New	+$72.9K	﹤0.01%	1105
2024 Q2	–	Sell	-1,241	Closed	-$207K	–	681
2024 Q1	$207K	Buy	+1,241	New	+$187K	﹤0.01%	597
2021 Q2	–	Sell	-2,747	Closed	-$269K	–	534
2021 Q1	$269K	Buy	+2,747	New	+$231K	0.01%	584
2020 Q2	–	Sell	-5,613	Closed	-$208K	–	422
2020 Q1	$208K	Buy	+5,613	New	+$318K	0.01%	483
2019 Q1	–	Sell	-426	Closed	-$16K	–	466
2018 Q4	$16K	Buy	+426	New	+$17.4K	﹤0.01%	391

Other funds holding LEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s LEN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Lennar Class A (LEN) in Q4 2025, closing a stake of 587 shares — an estimated $74K sold.

Wealthspire Advisors (New York) first reported a position in LEN in Q4 2018 and held it in 5 quarters. The position peaked at $269K in Q1 2021. 966 funds tracked by Wall St. Rank hold LEN as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Lennar Class A position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 587 Lennar Class A shares in Q4 2025, an estimated $74K.
Wealthspire Advisors (New York) first reported a position in Lennar Class A in Q4 2018 and held it in 5 quarters.
Wealthspire Advisors (New York)'s Lennar Class A position peaked at $269K in Q1 2021.
966 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.