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Private Wealth Management Group’s Lear LEA Stock Holding History

Private Wealth Management Group’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 		$8.36K Hold
69
– – ﹤0.01% 585
2025
Q4 		$7.91K Hold
69
– – ﹤0.01% 596
2025
Q3 		$6.94K Hold
69
– – ﹤0.01% 657
2025
Q2 		$6.55K Buy
69
+34
+97% +$2.99K ﹤0.01% 642
2025
Q1 		$3.09K Sell
35
-23
-40% -$2.18K ﹤0.01% 907
2024
Q4 		$5.49K Buy
58
+40
+222% +$3.98K ﹤0.01% 701
2024
Q3 		$1.97K Buy
+18
New +$2.05K ﹤0.01% 1072
2024
Q2 		– Sell
-22
Closed -$3.19K – 1564
2024
Q1 		$3.19K Hold
22
– – ﹤0.01% 788
2023
Q4 		$3.11K Buy
+22
New +$2.95K ﹤0.01% 792

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