Crestwood Advisors Group, LLC

Position in LEN — Lennar Corp /New/

CIK 1426853 BOSTON, MA

Position in LEN

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,160,534

+$186,190 QoQ

Shares Held

12,825

+14.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#386

of 949 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $2,797,275 across 5 Residential Construction names. LEN ranks #1 (41.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEN	Lennar Corp /New/ This page	12,825	$1,160,534
2	PHM	Pultegroup Inc/Mi/	3,730	$511,793
3	NVR	Nvr Inc	63	$429,244
4	DHI	Horton D R Inc /De/	2,221	$361,756
5	TOL	Toll Brothers, Inc.	2,027	$333,948

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,160,534	12,825	+14.3%	Shares	Sole	2026-08-03
2026-03-31	$974,344	11,220	+9.0%	Shares	Sole	2026-05-05
2025-12-31	$1,058,326	10,295	-0.2%	Shares	Sole	2026-02-03
2025-09-30	$1,300,606	10,319	+2.2%	Shares	Sole	2025-11-07
2025-06-30	$1,116,386	10,093	+1.7%	Shares	Sole	2025-08-05
2025-03-31	$1,138,961	9,923	+2.3%	Shares	Sole	2025-05-05
2024-12-31	$1,322,242	9,696	-0.9%	Shares	Sole	2025-02-04
2024-09-30	$1,834,116	9,783	+1.1%	Shares	Sole	2024-10-30
2024-06-30	$1,450,292	9,677	-0.3%	Shares	Sole	2024-08-01
2024-03-31	$1,668,894	9,704	+1.4%	Shares	Sole	2024-05-08
2023-12-31	$1,426,610	9,572	+0.5%	Shares	Sole	2024-02-13
2023-09-30	$1,068,990	9,525	+0.1%	Shares	Sole	2023-11-15
2023-06-30	$1,192,700	9,518	+0.2%	Shares	Sole	2023-08-15
2023-03-31	$998,124	9,496	0.0%	Shares	Sole	2023-05-12
2022-12-31	$859,387	9,496	0.0%	Shares	Sole	2023-02-14
2022-09-30	$707,926	9,496	0.0%	Shares	Sole	2022-10-26
2022-06-30	$670,132	9,496	-0.2%	Shares	Sole	2022-07-07
2022-03-31	$772,251	9,514	+0.2%	Shares	Sole	2022-04-12
2021-12-31	$1,103,055	9,496	0.0%	Shares	Sole	2022-02-15
2021-09-30	$889,585	9,496	0.0%	Shares	Sole	2021-11-03
2021-06-30	$943,427	9,496	-0.1%	Shares	Sole	2021-08-13
2021-03-31	$961,887	9,502	+0.1%	Shares	Sole	2021-04-21
2020-12-31	$723,880	9,496	—	Shares	Sole	2021-02-09
No filing history on record for this holder in this stock.