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Ethic Inc’s Liberty Energy LBRT Stock Holding History

Ethic Inc’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
2025
Q3 		– Sell
-12,280
Closed -$143K – 1254
2025
Q2 		$143K Sell
12,280
-9,893
-45% -$120K ﹤0.01% 1146
2025
Q1 		$351K Sell
22,173
-5,668
-20% -$102K 0.01% 892
2024
Q4 		$554K Sell
27,841
-10,718
-28% -$198K 0.01% 764
2024
Q3 		$799K Buy
38,559
+2,934
+8% +$60.6K 0.02% 631
2024
Q2 		$744K Sell
35,625
-2,934
-8% -$65.5K 0.02% 650
2024
Q1 		$799K Buy
38,559
+2,628
+7% +$52K 0.02% 631
2023
Q4 		$652K Buy
35,931
+2,457
+7% +$46.7K 0.02% 658
2023
Q3 		$620K Buy
33,474
+4,587
+16% +$75.6K 0.02% 610
2023
Q2 		$386K Buy
28,887
+9,326
+48% +$121K 0.01% 725
2023
Q1 		$251K Buy
+19,561
New +$289K 0.01% 834

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ethic Inc's LBRT Position: Q3 2025 in Review

Ethic Inc sold out of Liberty Energy (LBRT) in Q3 2025, closing a stake of 12,280 shares — an estimated $143K sold.

Ethic Inc first reported a position in LBRT in Q1 2023 and held it in 10 quarters. The position peaked at $799K in Q3 2024. 338 funds tracked by Wall St. Rank hold LBRT as of Q3 2025.

  • Ethic Inc reported no remaining Liberty Energy position as of Q3 2025 after selling out during the quarter.
  • Ethic Inc sold 12,280 Liberty Energy shares in Q3 2025, an estimated $143K.
  • Ethic Inc first reported a position in Liberty Energy in Q1 2023 and held it in 10 quarters.
  • Ethic Inc's Liberty Energy position peaked at $799K in Q3 2024.
  • 338 funds tracked by Wall St. Rank held Liberty Energy as of Q3 2025.

Based on Ethic Inc's 13F filing for Q3 2025, filed 17 Oct 2025.