EAP
LBRT icon

Elevation Advisory Partners’s Liberty Energy LBRT Stock Holding History

Elevation Advisory 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 		– Sell
-11,305
Closed -$251K – 70
2026
Q1 		$251K Buy
+11,305
New +$288K 0.23% 73

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

Elevation Advisory Partners's LBRT Position: Q2 2026 in Review

Elevation Advisory Partners sold out of Liberty Energy (LBRT) in Q2 2026, closing a stake of 11,305 shares — an estimated $251K sold.

Elevation Advisory Partners first reported a position in LBRT in Q1 2026 and held it in 1 quarter. The position peaked at $251K in Q1 2026. 402 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Elevation Advisory Partners reported no remaining Liberty Energy position as of Q2 2026 after selling out during the quarter.
  • Elevation Advisory Partners sold 11,305 Liberty Energy shares in Q2 2026, an estimated $251K.
  • Elevation Advisory Partners first reported a position in Liberty Energy in Q1 2026 and held it in 1 quarter.
  • Elevation Advisory Partners's Liberty Energy position peaked at $251K in Q1 2026.
  • 402 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Elevation Advisory Partners's 13F filing for Q2 2026, filed 13 Aug 2026.