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Evolve Private Wealth’s Liberty Energy LBRT Stock Holding History

Evolve Private Wealth’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 		– Sell
-18,255
Closed -$526K – 1140
2026
Q1 		$526K Buy
+18,255
New +$465K 0.03% 557

Other funds holding LBRT

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
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

Evolve Private Wealth's LBRT Position: Q2 2026 in Review

Evolve Private Wealth sold out of Liberty Energy (LBRT) in Q2 2026, closing a stake of 18,255 shares — an estimated $526K sold.

Evolve Private Wealth first reported a position in LBRT in Q1 2026 and held it in 1 quarter. The position peaked at $526K in Q1 2026. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Evolve Private Wealth reported no remaining Liberty Energy position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 18,255 Liberty Energy shares in Q2 2026, an estimated $526K.
  • Evolve Private Wealth first reported a position in Liberty Energy in Q1 2026 and held it in 1 quarter.
  • Evolve Private Wealth's Liberty Energy position peaked at $526K in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

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