Physician Wealth Advisors
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Physician Wealth Advisors’s Lear LEA Stock Holding History

Physician 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
Q3 		$3.78K Hold
32
– – ﹤0.01% 1249
2026
Q2 		$4.29K Hold
32
– – ﹤0.01% 1168
2026
Q1 		$3.88K Buy
32
+8
+33% +$997 ﹤0.01% 1094
2025
Q4 		$2.75K Buy
24
+3
+14% +$321 ﹤0.01% 1164
2025
Q3 		$2.11K Buy
21
+8
+62% +$831 ﹤0.01% 1198
2025
Q2 		$1.24K Buy
+13
New +$1.14K ﹤0.01% 1258

Other funds holding LEA

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Physician Wealth Advisors's LEA Position: Q3 2026 in Review

Physician Wealth Advisors held its Lear (LEA) position steady in Q3 2026 at 32 shares worth $3.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

Physician Wealth Advisors first reported a position in LEA in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.29K in Q2 2026. 412 funds tracked by Wall St. Rank hold LEA as of Q3 2026.

  • Physician Wealth Advisors held 32 shares of Lear worth $3.78K as of Q3 2026.
  • Physician Wealth Advisors left its Lear share count unchanged in Q3 2026.
  • Lear made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1249 holding.
  • Physician Wealth Advisors first reported a position in Lear in Q2 2025 and has held it in 6 quarters since.
  • Physician Wealth Advisors's Lear position peaked at $4.29K in Q2 2026.
  • 412 funds tracked by Wall St. Rank held Lear as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.