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Austin Private Wealth’s Liberty Energy LBRT Stock Holding History

Austin Private Wealth’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,645
Closed -$144K – 315
2025
Q3 		$144K Buy
11,645
+545
+5% +$6.3K 0.01% 297
2025
Q2 		$127K Sell
11,100
-387
-3% -$4.69K 0.01% 293
2025
Q1 		$182K Buy
+11,487
New +$206K 0.02% 282

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Austin Private Wealth's LBRT Position: Q4 2025 in Review

Austin Private Wealth sold out of Liberty Energy (LBRT) in Q4 2025, closing a stake of 11,645 shares — an estimated $144K sold.

Austin Private Wealth first reported a position in LBRT in Q1 2025 and held it in 3 quarters. The position peaked at $182K in Q1 2025. 341 funds tracked by Wall St. Rank hold LBRT as of Q4 2025.

  • Austin Private Wealth reported no remaining Liberty Energy position as of Q4 2025 after selling out during the quarter.
  • Austin Private Wealth sold 11,645 Liberty Energy shares in Q4 2025, an estimated $144K.
  • Austin Private Wealth first reported a position in Liberty Energy in Q1 2025 and held it in 3 quarters.
  • Austin Private Wealth's Liberty Energy position peaked at $182K in Q1 2025.
  • 341 funds tracked by Wall St. Rank held Liberty Energy as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.