DWA
LLYVA icon

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
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 $263B AUM 16.68% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dougherty Wealth Advisers's LLYVA Position: Q1 2026 in Review

Dougherty Wealth Advisers held its Liberty Live Group Series A (LLYVA) position steady in Q1 2026 at 299 shares worth $27.4K. The position accounts for 0.02% of the portfolio, ranked #88.

Dougherty Wealth Advisers first reported a position in LLYVA in Q3 2023 and has held it in 11 quarters since. The position peaked at $28.2K in Q3 2025. 235 funds tracked by Wall St. Rank hold LLYVA as of Q1 2026.

  • Dougherty Wealth Advisers held 299 shares of Liberty Live Group Series A worth $27.4K as of Q1 2026.
  • Dougherty Wealth Advisers left its Liberty Live Group Series A share count unchanged in Q1 2026.
  • Liberty Live Group Series A made up 0.02% of Dougherty Wealth Advisers's portfolio in Q1 2026, its #88 holding.
  • Dougherty Wealth Advisers first reported a position in Liberty Live Group Series A in Q3 2023 and has held it in 11 quarters since.
  • Dougherty Wealth Advisers's Liberty Live Group Series A position peaked at $28.2K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held Liberty Live Group Series A as of Q1 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2026, filed 21 Apr 2026.