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YHB Investment Advisors’s Lennar Class A LEN Stock Holding History

YHB Investment 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
Q2 		$724K Hold
8,001
– – 0.05% 196
2026
Q1 		$695K Hold
8,001
– – 0.05% 186
2025
Q4 		$823K Buy
8,001
+1,001
+14% +$121K 0.06% 183
2025
Q3 		$882K Hold
7,000
– – 0.06% 175
2025
Q2 		$774K Buy
7,000
+1,171
+20% +$127K 0.06% 176
2025
Q1 		$669K Buy
+5,829
New +$728K 0.06% 183

Other funds holding LEN

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
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)
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
AI
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

YHB Investment Advisors's LEN Position: Q2 2026 in Review

YHB Investment Advisors held its Lennar Class A (LEN) position steady in Q2 2026 at 8,001 shares worth $724K. The position accounts for 0.05% of the portfolio, ranked #196.

YHB Investment Advisors first reported a position in LEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $882K in Q3 2025. 352 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • YHB Investment Advisors held 8,001 shares of Lennar Class A worth $724K as of Q2 2026.
  • YHB Investment Advisors left its Lennar Class A share count unchanged in Q2 2026.
  • Lennar Class A made up 0.05% of YHB Investment Advisors's portfolio in Q2 2026, its #196 holding.
  • YHB Investment Advisors first reported a position in Lennar Class A in Q1 2025 and has held it in 6 quarters since.
  • YHB Investment Advisors's Lennar Class A position peaked at $882K in Q3 2025.
  • 352 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.