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Compass Wealth Management’s Lear LEA Stock Holding History

Compass Wealth Management’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
Q2 		– Sell
-395
Closed -$34.8K – 289
2025
Q1 		$34.8K Hold
395
– – 0.01% 277
2024
Q4 		$37.4K Hold
395
– – 0.01% 272
2024
Q3 		$43.1K Hold
395
– – 0.01% 265
2024
Q2 		$45.1K Hold
395
– – 0.01% 258
2024
Q1 		$57.2K Hold
395
– – 0.01% 238
2023
Q4 		$55.8K Hold
395
– – 0.02% 239
2023
Q3 		$53K Sell
395
-330
-46% -$47.7K 0.02% 229
2023
Q2 		$104K Sell
725
-2,340
-76% -$309K 0.03% 183
2023
Q1 		$428K Sell
3,065
-3,085
-50% -$426K 0.14% 119
2022
Q4 		$763K Buy
+6,150
New +$815K 0.25% 97

Other funds holding LEA

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Compass Wealth Management's LEA Position: Q2 2025 in Review

Compass Wealth Management sold out of Lear (LEA) in Q2 2025, closing a stake of 395 shares — an estimated $34.8K sold.

Compass Wealth Management first reported a position in LEA in Q4 2022 and held it in 10 quarters. The position peaked at $763K in Q4 2022. 396 funds tracked by Wall St. Rank hold LEA as of Q2 2025.

  • Compass Wealth Management reported no remaining Lear position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 395 Lear shares in Q2 2025, an estimated $34.8K.
  • Compass Wealth Management first reported a position in Lear in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's Lear position peaked at $763K in Q4 2022.
  • 396 funds tracked by Wall St. Rank held Lear as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.