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Hemington Wealth Management’s Liberty Energy LBRT Stock Holding History

Hemington Wealth Management’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 		$0 Sell
11
-4
-27% -$46 ﹤0.01% 1638
2025
Q2 		$0 Sell
15
-121
-89% -$1.47K ﹤0.01% 1623
2025
Q1 		$2K Buy
136
+26
+24% +$467 ﹤0.01% 1300
2024
Q4 		$2K Buy
110
+63
+134% +$1.17K ﹤0.01% 1287
2024
Q3 		$0 Buy
+47
New +$970 ﹤0.01% 1624

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

Hemington Wealth Management's LBRT Position: Q3 2025 in Review

Hemington Wealth Management reduced its Liberty Energy (LBRT) stake by 27% in Q3 2025, selling an estimated $46 and leaving 11 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1638.

Hemington Wealth Management first reported a position in LBRT in Q3 2024 and has held it in 5 quarters since. The position peaked at $2K in Q1 2025. 338 funds tracked by Wall St. Rank hold LBRT as of Q3 2025.

  • Hemington Wealth Management held 11 shares of Liberty Energy worth $0 as of Q3 2025.
  • Hemington Wealth Management sold 4 Liberty Energy shares in Q3 2025, an estimated $46.
  • Liberty Energy made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1638 holding.
  • Hemington Wealth Management first reported a position in Liberty Energy in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Liberty Energy position peaked at $2K in Q1 2025.
  • 338 funds tracked by Wall St. Rank held Liberty Energy as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.