Planning Strategies Inc.’s Lennar Class A LEN Stock Holding History

Planning Strategies Inc.’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	$362	Buy	+4	New	+$358	﹤0.01%	916

Other funds holding LEN

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Planning Strategies Inc.'s LEN Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Lennar Class A (LEN) in Q2 2026: 4 shares worth $362. The stake represents ﹤0.01% of the portfolio and ranks #916 among its holdings.

278 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Planning Strategies Inc. held 4 shares of Lennar Class A worth $362 as of Q2 2026.
Lennar Class A was a new Planning Strategies Inc. position in Q2 2026.
Lennar Class A made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #916 holding.
278 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.