Envestnet Portfolio Solutions’s Liberty Energy LBRT Stock Holding History

Envestnet Portfolio Solutions’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	$692K	Sell	26,421 -5,662	-18%	-$169K	﹤0.01%	852
2026 Q1	$924K	Buy	32,083 +256	+0.8%	+$6.53K	0.01%	658
2025 Q4	$588K	Buy	31,827 +2,027	+7%	+$33.9K	﹤0.01%	988
2025 Q3	$368K	Sell	29,800 -8,255	-22%	-$95.5K	﹤0.01%	1158
2025 Q2	$437K	Buy	38,055 +20,158	+113%	+$244K	﹤0.01%	1157
2025 Q1	$283K	Sell	17,897 -5,462	-23%	-$98.1K	﹤0.01%	1319
2024 Q4	$465K	Buy	23,359 +3,058	+15%	+$56.6K	﹤0.01%	1282
2024 Q3	$388K	Buy	20,301 +6,472	+47%	+$134K	﹤0.01%	1323
2024 Q2	$289K	Sell	13,829 -433	-3%	-$9.66K	﹤0.01%	1401
2024 Q1	$296K	Buy	14,262 +543	+4%	+$10.7K	﹤0.01%	1366
2023 Q4	$249K	Buy	13,719 +3,059	+29%	+$58.1K	﹤0.01%	1391
2023 Q3	$197K	Buy	+10,660	New	+$176K	﹤0.01%	1441

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

Envestnet Portfolio Solutions's LBRT Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Liberty Energy (LBRT) stake by 18% in Q2 2026, selling an estimated $169K and leaving 26,421 shares worth $692K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Envestnet Portfolio Solutions first reported a position in LBRT in Q3 2023 and has held it in 12 quarters since. The position peaked at $924K in Q1 2026. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

Envestnet Portfolio Solutions held 26,421 shares of Liberty Energy worth $692K as of Q2 2026.
Envestnet Portfolio Solutions sold 5,662 Liberty Energy shares in Q2 2026, an estimated $169K.
Liberty Energy made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #852 holding.
Envestnet Portfolio Solutions first reported a position in Liberty Energy in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Liberty Energy position peaked at $924K in Q1 2026.
405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.