Avantra Family Wealth’s Lear LEA Stock Holding History

Avantra Family Wealth’s Portfolio LEA Stock Details LEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,998	Closed	-$201K	–	161
2025 Q3	$201K	Buy	+1,998	New	+$207K	0.15%	160

Other funds holding LEA

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Avantra Family Wealth's LEA Position: Q4 2025 in Review

Avantra Family Wealth sold out of Lear (LEA) in Q4 2025, closing a stake of 1,998 shares — an estimated $201K sold.

Avantra Family Wealth first reported a position in LEA in Q3 2025 and held it in 1 quarter. The position peaked at $201K in Q3 2025. 434 funds tracked by Wall St. Rank hold LEA as of Q4 2025.

Avantra Family Wealth reported no remaining Lear position as of Q4 2025 after selling out during the quarter.
Avantra Family Wealth sold 1,998 Lear shares in Q4 2025, an estimated $201K.
Avantra Family Wealth first reported a position in Lear in Q3 2025 and held it in 1 quarter.
Avantra Family Wealth's Lear position peaked at $201K in Q3 2025.
434 funds tracked by Wall St. Rank held Lear as of Q4 2025.

Based on Avantra Family Wealth's 13F filing for Q4 2025, filed 21 Jan 2026.