DWA
LBRDA

Dougherty Wealth Advisers’s Liberty Broadband Class A LBRDA Stock Holding History

Dougherty Wealth Advisers’s Portfolio LBRDA Stock Details LBRDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.2K Hold
367
– – 0.01% 93
2026
Q1 		$18.4K Hold
367
– – 0.01% 90
2025
Q4 		$17.7K Hold
367
– – 0.01% 100
2025
Q3 		$23.2K Hold
367
– – 0.02% 99
2025
Q2 		$35.9K Hold
367
– – 0.02% 92
2025
Q1 		$31.2K Hold
367
– – 0.02% 93
2024
Q4 		$27.3K Hold
367
– – 0.02% 97
2024
Q3 		$28.2K Hold
367
– – 0.02% 92
2024
Q2 		$20K Hold
367
– – 0.02% 96
2024
Q1 		$21K Hold
367
– – 0.02% 96
2023
Q4 		$29.6K Hold
367
– – 0.03% 100
2023
Q3 		$33.4K Hold
367
– – 0.04% 92
2023
Q2 		$29.3K Hold
367
– – 0.04% 96
2023
Q1 		$30.1K Hold
367
– – 0.05% 100
2022
Q4 		$27.8K Hold
367
– – 0.05% 103
2022
Q3 		$27K Hold
367
– – 0.05% 100
2022
Q2 		$42K Hold
367
– – 0.08% 88
2022
Q1 		$48K Hold
367
– – 0.07% 89
2021
Q4 		$59K Hold
367
– – 0.08% 91
2021
Q3 		$62K Hold
367
– – 0.09% 88
2021
Q2 		$62K Hold
367
– – 0.09% 90
2021
Q1 		$53K Hold
367
– – 0.08% 94
2020
Q4 		$58K Hold
367
– – 0.09% 94
2020
Q3 		$52K Hold
367
– – 0.18% 94
2020
Q2 		$45K Hold
367
– – 0.16% 101
2020
Q1 		$39K Hold
367
– – 0.16% 105
2019
Q4 		$46K Hold
367
– – 0.14% 118
2019
Q3 		$38K Hold
367
– – 0.13% 126
2019
Q2 		$38K Hold
367
– – 0.11% 145
2019
Q1 		$34K Hold
367
– – 0.12% 132
2018
Q4 		$33K Buy
+367
New +$29.5K 0.11% 135

Other funds holding LBRDA

AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP
JNE Partners London, United Kingdom $243M AUM 2.37% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Dougherty Wealth Advisers's LBRDA Position: Q2 2026 in Review

Dougherty Wealth Advisers held its Liberty Broadband Class A (LBRDA) position steady in Q2 2026 at 367 shares worth $12.2K. The position accounts for 0.01% of the portfolio, ranked #93.

Dougherty Wealth Advisers first reported a position in LBRDA in Q4 2018 and has held it in 31 quarters since. The position peaked at $62K in Q3 2021. 193 funds tracked by Wall St. Rank hold LBRDA as of Q2 2026.

  • Dougherty Wealth Advisers held 367 shares of Liberty Broadband Class A worth $12.2K as of Q2 2026.
  • Dougherty Wealth Advisers left its Liberty Broadband Class A share count unchanged in Q2 2026.
  • Liberty Broadband Class A made up 0.01% of Dougherty Wealth Advisers's portfolio in Q2 2026, its #93 holding.
  • Dougherty Wealth Advisers first reported a position in Liberty Broadband Class A in Q4 2018 and has held it in 31 quarters since.
  • Dougherty Wealth Advisers's Liberty Broadband Class A position peaked at $62K in Q3 2021.
  • 193 funds tracked by Wall St. Rank held Liberty Broadband Class A as of Q2 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.