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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
Q2 		$152K Sell
1,133
-165
-13% -$22.1K 0.01% 1163
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 $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

EverSource Wealth Advisors's LEA Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Lear (LEA) stake by 13% in Q2 2026, selling an estimated $22.1K and leaving 1,133 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #1163.

EverSource Wealth Advisors first reported a position in LEA in Q4 2021 and has held it in 19 quarters since. The position peaked at $157K in Q1 2026. 521 funds tracked by Wall St. Rank hold LEA as of Q2 2026.

  • EverSource Wealth Advisors held 1,133 shares of Lear worth $152K as of Q2 2026.
  • EverSource Wealth Advisors sold 165 Lear shares in Q2 2026, an estimated $22.1K.
  • Lear made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1163 holding.
  • EverSource Wealth Advisors first reported a position in Lear in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Lear position peaked at $157K in Q1 2026.
  • 521 funds tracked by Wall St. Rank held Lear as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.