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Waverly Advisors’s Lear LEA Stock Holding History

Waverly 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 		$316K Buy
+2,360
New +$316K ﹤0.01% 1388
2015
Q4 		– Sell
-350
Closed -$38K – 275
2015
Q3 		$38K Hold
350
– – 0.03% 173
2015
Q2 		$39K Hold
350
– – 0.02% 165
2015
Q1 		$39K Hold
350
– – 0.02% 145
2014
Q4 		$34K Buy
+350
New +$32.1K 0.02% 165

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 $3.37T AUM 44.26% 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

Waverly Advisors's LEA Position: Q2 2026 in Review

Waverly Advisors opened a new position in Lear (LEA) in Q2 2026: 2,360 shares worth $316K. The stake represents ﹤0.01% of the portfolio and ranks #1388 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in LEA as recently as Q3 2015.

Waverly Advisors first reported a position in LEA in Q4 2014 and has held it in 5 quarters since. 521 funds tracked by Wall St. Rank hold LEA as of Q2 2026.

  • Waverly Advisors held 2,360 shares of Lear worth $316K as of Q2 2026.
  • Lear was a new Waverly Advisors position in Q2 2026.
  • Lear made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1388 holding.
  • Waverly Advisors first reported a position in Lear in Q4 2014 and has held it in 5 quarters since.
  • 521 funds tracked by Wall St. Rank held Lear as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.