Corient Private Wealth
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Corient Private Wealth’s Lear LEA Stock Holding History

Corient Private 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
2026
Q1 		$1.94M Sell
16,537
-40,001
-71% -$4.99M ﹤0.01% 1285
2025
Q4 		$5.41M Buy
56,538
+41,082
+266% +$4.39M ﹤0.01% 1019
2025
Q3 		$1.56M Sell
15,456
-613
-4% -$63.7K ﹤0.01% 1189
2025
Q2 		$1.53M Sell
16,069
-784
-5% -$68.9K ﹤0.01% 1163
2025
Q1 		$1.49M Sell
16,853
-980
-5% -$93K ﹤0.01% 1095
2024
Q4 		$1.69M Sell
17,833
-7,202
-29% -$717K ﹤0.01% 1064
2024
Q3 		$2.73M Buy
25,035
+6,069
+32% +$690K ﹤0.01% 959
2024
Q2 		$2.17M Sell
18,966
-2,839
-13% -$363K ﹤0.01% 989
2024
Q1 		$3.16M Sell
21,805
-354
-2% -$48.4K 0.01% 838
2023
Q4 		$3.13M Buy
22,159
+2,627
+13% +$352K 0.01% 834
2023
Q3 		$2.62M Sell
19,532
-1,423
-7% -$206K 0.01% 819
2023
Q2 		$3.01M Sell
20,955
-482
-2% -$63.6K 0.01% 774
2023
Q1 		$2.99M Sell
21,437
-477
-2% -$65.9K 0.01% 723
2022
Q4 		$2.74M Buy
+21,914
New +$2.9M 0.01% 634

Other funds holding LEA

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return