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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
Q3 		$643K Sell
7,877
-124
-2% -$10.4K 0.04% 203
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

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
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
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

YHB Investment Advisors's LEN Position: Q3 2026 in Review

YHB Investment Advisors reduced its Lennar Class A (LEN) stake by 1.5% in Q3 2026, selling an estimated $10.4K and leaving 7,877 shares worth $643K. The position accounts for 0.04% of the portfolio, ranked #203.

YHB Investment Advisors first reported a position in LEN in Q1 2025 and has held it in 7 quarters since. The position peaked at $882K in Q3 2025. 35 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

  • YHB Investment Advisors held 7,877 shares of Lennar Class A worth $643K as of Q3 2026.
  • YHB Investment Advisors sold 124 Lennar Class A shares in Q3 2026, an estimated $10.4K.
  • Lennar Class A made up 0.04% of YHB Investment Advisors's portfolio in Q3 2026, its #203 holding.
  • YHB Investment Advisors first reported a position in Lennar Class A in Q1 2025 and has held it in 7 quarters since.
  • YHB Investment Advisors's Lennar Class A position peaked at $882K in Q3 2025.
  • 35 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.