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Dougherty Wealth Advisers’s Liberty Live Group Series A LLYVA Stock Holding History

Dougherty Wealth Advisers’s Portfolio LLYVA Stock Details LLYVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.3K Hold
299
– – 0.02% 89
2026
Q1 		$27.4K Hold
299
– – 0.02% 88
2025
Q4 		$24.4K Hold
299
– – 0.01% 98
2025
Q3 		$28.2K Hold
299
– – 0.02% 97
2025
Q2 		$23.8K Hold
299
– – 0.02% 98
2025
Q1 		$20.1K Sell
299
-83
-22% -$5.79K 0.01% 98
2024
Q4 		$25.4K Hold
382
– – 0.02% 99
2024
Q3 		$18.9K Hold
382
– – 0.02% 96
2024
Q2 		$14.3K Hold
382
– – 0.01% 100
2024
Q1 		$16.2K Hold
382
– – 0.01% 100
2023
Q4 		$14K Hold
382
– – 0.01% 115
2023
Q3 		$12.2K Buy
+382
New +$12.5K 0.01% 112

Other funds holding LLYVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Dougherty Wealth Advisers held its Liberty Live Group Series A (LLYVA) position steady in Q2 2026 at 299 shares worth $30.3K. The position accounts for 0.02% of the portfolio, ranked #89.

Dougherty Wealth Advisers first reported a position in LLYVA in Q3 2023 and has held it in 12 quarters since. 248 funds tracked by Wall St. Rank hold LLYVA as of Q2 2026.

  • Dougherty Wealth Advisers held 299 shares of Liberty Live Group Series A worth $30.3K as of Q2 2026.
  • Dougherty Wealth Advisers left its Liberty Live Group Series A share count unchanged in Q2 2026.
  • Liberty Live Group Series A made up 0.02% of Dougherty Wealth Advisers's portfolio in Q2 2026, its #89 holding.
  • Dougherty Wealth Advisers first reported a position in Liberty Live Group Series A in Q3 2023 and has held it in 12 quarters since.
  • 248 funds tracked by Wall St. Rank held Liberty Live Group Series A as of Q2 2026.

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