Ethic Inc’s Liberty Global Class A LBTYA Stock Holding History

Ethic Inc’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	$544K	Sell	47,844 -570	-1%	-$6.81K	0.01%	917
2026 Q1	$580K	Buy	+48,414	New	+$564K	0.01%	823
2025 Q3	–	Sell	-45,464	Closed	-$450K	–	1253
2025 Q2	$450K	Sell	45,464 -10,853	-19%	-$109K	0.01%	849
2025 Q1	$647K	Buy	56,317 +19,837	+54%	+$231K	0.01%	705
2024 Q4	$465K	Buy	+36,480	New	+$609K	0.01%	825
2023 Q4	–	Sell	-26,272	Closed	-$450K	–	1082
2023 Q3	$450K	Sell	26,272 -12,247	-32%	-$221K	0.02%	713
2023 Q2	$649K	Sell	38,519 -22,114	-36%	-$393K	0.02%	573
2023 Q1	$1.18M	Buy	60,633 +36,238	+149%	+$736K	0.05%	403
2022 Q4	$462K	Buy	+24,395	New	+$444K	0.02%	598

Other funds holding LBTYA

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

LIM

Lancaster Investment Management London, United Kingdom $165M AUM 8.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Ethic Inc's LBTYA Position: Q2 2026 in Review

Ethic Inc reduced its Liberty Global Class A (LBTYA) stake by 1.2% in Q2 2026, selling an estimated $6.81K and leaving 47,844 shares worth $544K. The position accounts for 0.01% of the portfolio, ranked #917.

Ethic Inc first reported a position in LBTYA in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.18M in Q1 2023. 71 funds tracked by Wall St. Rank hold LBTYA as of Q2 2026.

Ethic Inc held 47,844 shares of Liberty Global Class A worth $544K as of Q2 2026.
Ethic Inc sold 570 Liberty Global Class A shares in Q2 2026, an estimated $6.81K.
Liberty Global Class A made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #917 holding.
Ethic Inc first reported a position in Liberty Global Class A in Q4 2022 and has held it in 9 quarters since.
Ethic Inc's Liberty Global Class A position peaked at $1.18M in Q1 2023.
71 funds tracked by Wall St. Rank held Liberty Global Class A as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.