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Wedmont Private Capital’s Lennar Class A LEN Stock Holding History

Wedmont Private Capital’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
Q3 		$241K Sell
3,111
-349
-10% -$29.3K 0.01% 877
2026
Q2 		$292K Buy
3,460
+157
+5% +$14K 0.01% 748
2026
Q1 		$293K Sell
3,303
-534
-14% -$57.7K 0.01% 672
2025
Q4 		$399K Sell
3,837
-803
-17% -$97K 0.01% 552
2025
Q3 		$567K Buy
4,640
+245
+6% +$30.4K 0.02% 429
2025
Q2 		$507K Sell
4,395
-102
-2% -$11.1K 0.02% 425
2025
Q1 		$473K Buy
4,497
+397
+10% +$49.6K 0.02% 397
2024
Q4 		$514K Sell
4,100
-279
-6% -$45.3K 0.03% 367
2024
Q3 		$771K Buy
4,379
+277
+7% +$46.4K 0.04% 261
2024
Q2 		$635K Buy
4,102
+92
+2% +$14K 0.04% 288
2024
Q1 		$644K Buy
4,010
+119
+3% +$17.9K 0.05% 273
2023
Q4 		$562K Buy
3,891
+148
+4% +$17.8K 0.05% 279
2023
Q3 		$403K Buy
3,743
+173
+5% +$20.3K 0.04% 305
2023
Q2 		$460K Buy
3,570
+216
+6% +$23.6K 0.05% 261
2023
Q1 		$333K Buy
3,354
+798
+31% +$77K 0.04% 312
2022
Q4 		$237K Buy
+2,556
New +$207K 0.04% 395

Other funds holding LEN

MSV
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
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wedmont Private Capital's LEN Position: Q3 2026 in Review

Wedmont Private Capital reduced its Lennar Class A (LEN) stake by 10% in Q3 2026, selling an estimated $29.3K and leaving 3,111 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #877.

Wedmont Private Capital first reported a position in LEN in Q4 2022 and has held it in 16 quarters since. The position peaked at $771K in Q3 2024. 35 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

  • Wedmont Private Capital held 3,111 shares of Lennar Class A worth $241K as of Q3 2026.
  • Wedmont Private Capital sold 349 Lennar Class A shares in Q3 2026, an estimated $29.3K.
  • Lennar Class A made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #877 holding.
  • Wedmont Private Capital first reported a position in Lennar Class A in Q4 2022 and has held it in 16 quarters since.
  • Wedmont Private Capital's Lennar Class A position peaked at $771K in Q3 2024.
  • 35 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.