Clearstead Advisors’s Lear LEA Stock Holding History

Clearstead Advisors’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
2026 Q1	$1.82K	Sell	15 -595	-98%	-$74.2K	﹤0.01%	1922
2025 Q4	$69.9K	Buy	610 +395	+184%	+$42.2K	﹤0.01%	1251
2025 Q3	$21.6K	Buy	215 +26	+14%	+$2.7K	﹤0.01%	1614
2025 Q2	$18K	Buy	189 +148	+361%	+$13K	﹤0.01%	1668
2025 Q1	$3.62K	Buy	+41	New	+$3.89K	﹤0.01%	1797
2024 Q4	–	Sell	-177	Closed	-$19.3K	–	2148
2024 Q3	$19.3K	Hold	177	–	–	﹤0.01%	1428
2024 Q2	$20.2K	Buy	177 +97	+121%	+$12.4K	﹤0.01%	1376
2024 Q1	$10.5K	Sell	80 -320	-80%	-$43.8K	﹤0.01%	1050
2023 Q4	$56.5K	Sell	400 -400	-50%	-$53.6K	﹤0.01%	709
2023 Q3	$107K	Buy	800 +400	+100%	+$57.9K	﹤0.01%	709
2023 Q2	$57.4K	Buy	400 +320	+400%	+$42.2K	﹤0.01%	707
2023 Q1	$11.2K	Buy	+80	New	+$11.1K	﹤0.01%	935
2022 Q1	–	Sell	-3	Closed	-$1K	–	1426
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	1191
2021 Q3	$0	Sell	3 -19	-86%	-$3.11K	﹤0.01%	1342
2021 Q2	$4K	Buy	22 +11	+100%	+$2.04K	﹤0.01%	922
2021 Q1	$2K	Buy	+11	New	+$1.85K	﹤0.01%	971

Other funds holding LEA

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return