EWA
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EverSource Wealth Advisors’s Lear LEA Stock Holding History

EverSource Wealth 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 		$157K Buy
1,298
+373
+40% +$46.5K ﹤0.01% 1183
2025
Q4 		$106K Sell
925
-84
-8% -$8.98K ﹤0.01% 1281
2025
Q3 		$102K Buy
1,009
+41
+4% +$4.26K ﹤0.01% 1267
2025
Q2 		$91.9K Buy
968
+262
+37% +$23K ﹤0.01% 1256
2025
Q1 		$62.3K Sell
706
-82
-10% -$7.78K ﹤0.01% 1130
2024
Q4 		$74.6K Buy
788
+561
+247% +$55.9K ﹤0.01% 1015
2024
Q3 		$24.8K Sell
227
-39
-15% -$4.43K ﹤0.01% 1386
2024
Q2 		$32.5K Buy
266
+110
+71% +$14.1K ﹤0.01% 1294
2024
Q1 		$19.6K Buy
156
+16
+11% +$2.19K ﹤0.01% 1369
2023
Q4 		$19.8K Sell
140
-58
-29% -$7.78K ﹤0.01% 1236
2023
Q3 		$26.6K Hold
198
– – ﹤0.01% 1028
2023
Q2 		$28.4K Sell
198
-318
-62% -$42K ﹤0.01% 1022
2023
Q1 		$72K Buy
516
+91
+21% +$12.6K 0.01% 658
2022
Q4 		$52.8K Buy
425
+141
+50% +$18.7K 0.01% 742
2022
Q3 		$34K Buy
284
+87
+44% +$12K 0.01% 737
2022
Q2 		$25K Buy
197
+43
+28% +$5.67K 0.01% 774
2022
Q1 		$22K Sell
154
-23
-13% -$3.74K 0.01% 667
2021
Q4 		$33K Buy
+177
New +$31.1K 0.01% 509

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