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

EverSource 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 		$62K Sell
5,449
-1,309
-19% -$15.6K ﹤0.01% 1637
2026
Q1 		$81.7K Sell
6,758
-1,565
-19% -$18.2K ﹤0.01% 1558
2025
Q4 		$92.7K Buy
8,323
+473
+6% +$5.24K ﹤0.01% 1359
2025
Q3 		$90K Buy
7,850
+5,055
+181% +$55.6K ﹤0.01% 1344
2025
Q2 		$28K Buy
2,795
+1,238
+80% +$12.4K ﹤0.01% 2026
2025
Q1 		$17.9K Buy
1,557
+48
+3% +$558 ﹤0.01% 1748
2024
Q4 		$19.3K Sell
1,509
-184
-11% -$3.07K ﹤0.01% 1645
2024
Q3 		$35.7K Buy
1,693
+148
+10% +$2.85K ﹤0.01% 1211
2024
Q2 		$30.1K Buy
1,545
+601
+64% +$10.2K ﹤0.01% 1318
2024
Q1 		$15K Buy
944
+852
+926% +$15.5K ﹤0.01% 1498
2023
Q4 		$1.64K Sell
92
-2,181
-96% -$35.3K ﹤0.01% 2234
2023
Q3 		$38.9K Buy
2,273
+1,357
+148% +$24.5K ﹤0.01% 911
2023
Q2 		$15.4K Sell
916
-254
-22% -$4.51K ﹤0.01% 1249
2023
Q1 		$22.8K Hold
1,170
– – ﹤0.01% 1033
2022
Q4 		$22.1K Buy
1,170
+1,125
+2,500% +$20.5K ﹤0.01% 1034
2022
Q3 		$1K Buy
+45
New +$905 ﹤0.01% 1843

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

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

EverSource Wealth Advisors reduced its Liberty Global Class A (LBTYA) stake by 19% in Q2 2026, selling an estimated $15.6K and leaving 5,449 shares worth $62K. The position accounts for ﹤0.01% of the portfolio, ranked #1637.

EverSource Wealth Advisors first reported a position in LBTYA in Q3 2022 and has held it in 16 quarters since. The position peaked at $92.7K in Q4 2025. 298 funds tracked by Wall St. Rank hold LBTYA as of Q2 2026.

  • EverSource Wealth Advisors held 5,449 shares of Liberty Global Class A worth $62K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,309 Liberty Global Class A shares in Q2 2026, an estimated $15.6K.
  • Liberty Global Class A made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1637 holding.
  • EverSource Wealth Advisors first reported a position in Liberty Global Class A in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Liberty Global Class A position peaked at $92.7K in Q4 2025.
  • 298 funds tracked by Wall St. Rank held Liberty Global Class A as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.