IWA
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Icon Wealth Advisors’s Lear LEA Stock Holding History

Icon 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
2025
Q2 		– Sell
-1,333
Closed -$118K – 529
2025
Q1 		$118K Hold
1,333
– – 0.01% 452
2024
Q4 		$126K Sell
1,333
-107
-7% -$10.7K 0.01% 460
2024
Q3 		$157K Hold
1,440
– – 0.01% 399
2024
Q2 		$176K Buy
+1,440
New +$184K 0.02% 354

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 $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Icon Wealth Advisors's LEA Position: Q2 2025 in Review

Icon Wealth Advisors sold out of Lear (LEA) in Q2 2025, closing a stake of 1,333 shares — an estimated $118K sold.

Icon Wealth Advisors first reported a position in LEA in Q2 2024 and held it in 4 quarters. The position peaked at $176K in Q2 2024. 396 funds tracked by Wall St. Rank hold LEA as of Q2 2025.

  • Icon Wealth Advisors reported no remaining Lear position as of Q2 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 1,333 Lear shares in Q2 2025, an estimated $118K.
  • Icon Wealth Advisors first reported a position in Lear in Q2 2024 and held it in 4 quarters.
  • Icon Wealth Advisors's Lear position peaked at $176K in Q2 2024.
  • 396 funds tracked by Wall St. Rank held Lear as of Q2 2025.

Based on Icon Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.