TWD
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True Wealth Design’s Lear LEA Stock Holding History

True Wealth Design’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 		$10.2K Hold
84
– – ﹤0.01% 961
2025
Q4 		$9.63K Hold
84
– – ﹤0.01% 882
2025
Q3 		$8.45K Buy
84
+71
+546% +$7.37K ﹤0.01% 892
2025
Q2 		$1.24K Buy
13
+10
+333% +$879 ﹤0.01% 1383
2025
Q1 		$265 Buy
+3
New +$285 ﹤0.01% 1833
2024
Q2 		– Sell
-4
Closed -$580 – 811
2024
Q1 		$580 Buy
4
+2
+100% +$274 ﹤0.01% 595
2023
Q4 		$283 Hold
2
– – ﹤0.01% 618
2023
Q3 		$269 Hold
2
– – ﹤0.01% 589
2023
Q2 		$288 Hold
2
– – ﹤0.01% 592
2023
Q1 		$279 Hold
2
– – ﹤0.01% 671
2022
Q4 		$248 Buy
+2
New +$265 ﹤0.01% 624

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