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EP Wealth Advisors’s Liberty Global Class A LBTYA Stock Holding History

EP Wealth Advisors’s Portfolio LBTYA Stock Details LBTYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,045
Closed -$121K – 1808
2026
Q1 		$121K Sell
10,045
-703
-7% -$8.18K ﹤0.01% 1449
2025
Q4 		$120K Buy
+10,748
New +$119K ﹤0.01% 1441

Other funds holding LBTYA

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.2B AUM 137.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

EP Wealth Advisors's LBTYA Position: Q2 2026 in Review

EP Wealth Advisors sold out of Liberty Global Class A (LBTYA) in Q2 2026, closing a stake of 10,045 shares — an estimated $121K sold.

EP Wealth Advisors first reported a position in LBTYA in Q4 2025 and held it in 2 quarters. The position peaked at $121K in Q1 2026. 297 funds tracked by Wall St. Rank hold LBTYA as of Q2 2026.

  • EP Wealth Advisors reported no remaining Liberty Global Class A position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 10,045 Liberty Global Class A shares in Q2 2026, an estimated $121K.
  • EP Wealth Advisors first reported a position in Liberty Global Class A in Q4 2025 and held it in 2 quarters.
  • EP Wealth Advisors's Liberty Global Class A position peaked at $121K in Q1 2026.
  • 297 funds tracked by Wall St. Rank held Liberty Global Class A as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.