Fortitude Family Office’s Liberty Energy LBRT Stock Holding History

Fortitude Family Office’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	$5.47K	Buy	209 +10	+5%	+$299	﹤0.01%	1037
2026 Q1	$5.73K	Buy	199 +87	+78%	+$2.22K	﹤0.01%	869
2025 Q4	$2.07K	Buy	112 +58	+107%	+$969	﹤0.01%	1166
2025 Q3	$666	Sell	54 -49	-48%	-$567	﹤0.01%	1697
2025 Q2	$1.18K	Sell	103 -575	-85%	-$6.96K	﹤0.01%	1436
2025 Q1	$10.7K	Hold	678	–	–	﹤0.01%	522
2024 Q4	$13.5K	Buy	678 +539	+388%	+$9.97K	﹤0.01%	549
2024 Q3	$2.65K	Hold	139	–	–	﹤0.01%	945
2024 Q2	$2.9K	Hold	139	–	–	﹤0.01%	733
2024 Q1	$2.88K	Sell	139 -229	-62%	-$4.53K	﹤0.01%	755
2023 Q4	$6.68K	Buy	+368	New	+$6.99K	0.01%	511

Other funds holding LBRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Fortitude Family Office's LBRT Position: Q2 2026 in Review

Fortitude Family Office increased its Liberty Energy (LBRT) stake by 5% in Q2 2026, buying an estimated $299 and bringing the position to 209 shares worth $5.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

Fortitude Family Office first reported a position in LBRT in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.5K in Q4 2024. 406 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

Fortitude Family Office held 209 shares of Liberty Energy worth $5.47K as of Q2 2026.
Fortitude Family Office bought 10 Liberty Energy shares in Q2 2026, an estimated $299.
Liberty Energy made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1037 holding.
Fortitude Family Office first reported a position in Liberty Energy in Q4 2023 and has held it in 11 quarters since.
Fortitude Family Office's Liberty Energy position peaked at $13.5K in Q4 2024.
406 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.