Edgestream Partners’s Liberty Energy LBRT Stock Holding History

Edgestream Partners’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	$1.44M	Sell	54,869 -47,200	-46%	-$1.41M	0.04%	600
2026 Q1	$2.94M	Sell	102,069 -72,246	-41%	-$1.84M	0.1%	391
2025 Q4	$3.22M	Sell	174,315 -59,945	-26%	-$1M	0.09%	404
2025 Q3	$2.89M	Sell	234,260 -47,568	-17%	-$550K	0.08%	426
2025 Q2	$3.24M	Buy	+281,828	New	+$3.41M	0.09%	416
2024 Q3	–	Sell	-15,750	Closed	-$329K	–	970
2024 Q2	$329K	Sell	15,750 -17,548	-53%	-$391K	0.02%	730
2024 Q1	$690K	Buy	+33,298	New	+$659K	0.03%	584
2023 Q3	–	Sell	-133,115	Closed	-$1.78M	–	898
2023 Q2	$1.78M	Buy	+133,115	New	+$1.72M	0.16%	214

Other funds holding LBRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Edgestream Partners's LBRT Position: Q2 2026 in Review

Edgestream Partners reduced its Liberty Energy (LBRT) stake by 46% in Q2 2026, selling an estimated $1.41M and leaving 54,869 shares worth $1.44M. The position accounts for 0.04% of the portfolio, ranked #600.

Edgestream Partners first reported a position in LBRT in Q2 2023 and has held it in 8 quarters since. The position peaked at $3.24M in Q2 2025. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

Edgestream Partners held 54,869 shares of Liberty Energy worth $1.44M as of Q2 2026.
Edgestream Partners sold 47,200 Liberty Energy shares in Q2 2026, an estimated $1.41M.
Liberty Energy made up 0.04% of Edgestream Partners's portfolio in Q2 2026, its #600 holding.
Edgestream Partners first reported a position in Liberty Energy in Q2 2023 and has held it in 8 quarters since.
Edgestream Partners's Liberty Energy position peaked at $3.24M in Q2 2025.
405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.