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LBRT icon

Covestor’s Liberty Energy LBRT Stock Holding History

Covestor’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
2026
Q2 		$41K Buy
1,564
+22
+1% +$658 0.02% 898
2026
Q1 		$44K Sell
1,542
-6,305
-80% -$161K 0.03% 782
2025
Q4 		$145K Buy
7,847
+1,489
+23% +$24.9K 0.08% 362
2025
Q3 		$78K Buy
6,358
+1,562
+33% +$18.1K 0.04% 701
2025
Q2 		$55K Buy
4,796
+4,577
+2,090% +$55.4K 0.03% 854
2025
Q1 		$3K Sell
219
-1,267
-85% -$22.7K ﹤0.01% 1789
2024
Q4 		$30K Sell
1,486
-218
-13% -$4.03K 0.02% 1037
2024
Q3 		$33K Buy
1,704
+838
+97% +$17.3K 0.02% 1029
2024
Q2 		$18K Sell
866
-314
-27% -$7K 0.01% 1236
2024
Q1 		$24K Sell
1,180
-2,583
-69% -$51.1K 0.02% 1154
2023
Q4 		$68K Buy
3,763
+3,003
+395% +$57.1K 0.05% 714
2023
Q3 		$14K Buy
760
+535
+238% +$8.82K 0.01% 1268
2023
Q2 		$3K Buy
225
+212
+1,631% +$2.75K ﹤0.01% 1766
2023
Q1 		$0 Hold
13
– – ﹤0.01% 2322
2022
Q4 		$0 Sell
13
-7
-35% -$111 ﹤0.01% 2347
2022
Q3 		$0 Sell
20
-4
-17% -$54 ﹤0.01% 2315
2022
Q2 		$0 Sell
24
-6
-20% -$94 ﹤0.01% 2151
2022
Q1 		$0 Sell
30
-8
-21% -$102 ﹤0.01% 2286
2021
Q4 		$0 Buy
+38
New +$441 ﹤0.01% 2214

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Covestor's LBRT Position: Q2 2026 in Review

Covestor increased its Liberty Energy (LBRT) stake by 1.4% in Q2 2026, buying an estimated $658 and bringing the position to 1,564 shares worth $41K. The position accounts for 0.02% of the portfolio, ranked #898.

Covestor first reported a position in LBRT in Q4 2021 and has held it in 19 quarters since. The position peaked at $145K in Q4 2025. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Covestor held 1,564 shares of Liberty Energy worth $41K as of Q2 2026.
  • Covestor bought 22 Liberty Energy shares in Q2 2026, an estimated $658.
  • Liberty Energy made up 0.02% of Covestor's portfolio in Q2 2026, its #898 holding.
  • Covestor first reported a position in Liberty Energy in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Liberty Energy position peaked at $145K in Q4 2025.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.