Envestnet Asset Management
LBRT icon

Envestnet Asset Management’s Liberty Energy LBRT Stock Holding History

Envestnet Asset Management’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 		$13.6M Sell
520,580
-163,405
-24% -$4.89M ﹤0.01% 1719
2026
Q1 		$19.7M Sell
683,985
-68,085
-9% -$1.74M 0.01% 1358
2025
Q4 		$13.9M Sell
752,070
-102,841
-12% -$1.72M ﹤0.01% 1475
2025
Q3 		$10.5M Buy
854,911
+48,706
+6% +$563K ﹤0.01% 1731
2025
Q2 		$9.26M Buy
806,205
+63,267
+9% +$766K ﹤0.01% 1781
2025
Q1 		$11.8M Buy
742,938
+104,943
+16% +$1.88M ﹤0.01% 1557
2024
Q4 		$12.7M Buy
637,995
+42,271
+7% +$782K ﹤0.01% 1487
2024
Q3 		$11.4M Buy
595,724
+102,307
+21% +$2.11M ﹤0.01% 1546
2024
Q2 		$10.3M Buy
493,417
+41,154
+9% +$918K ﹤0.01% 1543
2024
Q1 		$9.37M Buy
452,263
+68,951
+18% +$1.36M ﹤0.01% 1560
2023
Q4 		$6.95M Buy
383,312
+146,222
+62% +$2.78M ﹤0.01% 1668
2023
Q3 		$4.39M Buy
237,090
+65,062
+38% +$1.07M ﹤0.01% 1886
2023
Q2 		$2.3M Buy
172,028
+4,802
+3% +$62.2K ﹤0.01% 2195
2023
Q1 		$1.85M Buy
167,226
+79,390
+90% +$1.17M ﹤0.01% 2249
2022
Q4 		$1.41M Buy
87,836
+14,886
+20% +$237K ﹤0.01% 2397
2022
Q3 		$925K Buy
72,950
+24,859
+52% +$336K ﹤0.01% 2632
2022
Q2 		$614K Sell
48,091
-1,084
-2% -$17K ﹤0.01% 2941
2022
Q1 		$729K Buy
49,175
+14,783
+43% +$189K ﹤0.01% 2888
2021
Q4 		$334K Buy
+34,392
New +$399K ﹤0.01% 3345

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

Envestnet Asset Management's LBRT Position: Q2 2026 in Review

Envestnet Asset Management reduced its Liberty Energy (LBRT) stake by 24% in Q2 2026, selling an estimated $4.89M and leaving 520,580 shares worth $13.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1719.

Envestnet Asset Management first reported a position in LBRT in Q4 2021 and has held it in 19 quarters since. The position peaked at $19.7M in Q1 2026. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Envestnet Asset Management held 520,580 shares of Liberty Energy worth $13.6M as of Q2 2026.
  • Envestnet Asset Management sold 163,405 Liberty Energy shares in Q2 2026, an estimated $4.89M.
  • Liberty Energy made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1719 holding.
  • Envestnet Asset Management first reported a position in Liberty Energy in Q4 2021 and has held it in 19 quarters since.
  • Envestnet Asset Management's Liberty Energy position peaked at $19.7M in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.