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High Note Wealth’s Liberty Energy LBRT Stock Holding History

High Note 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
Q1 		– Sell
-272
Closed -$5.02K – 977
2025
Q4 		$5.02K Sell
272
-106
-28% -$1.77K ﹤0.01% 502
2025
Q3 		$4.67K Buy
+378
New +$4.37K ﹤0.01% 502
2025
Q2 		– Sell
-242
Closed -$3.83K – 945
2025
Q1 		$3.83K Sell
242
-23
-9% -$413 ﹤0.01% 529
2024
Q4 		$5.27K Buy
+265
New +$4.9K ﹤0.01% 413

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

High Note Wealth's LBRT Position: Q1 2026 in Review

High Note Wealth sold out of Liberty Energy (LBRT) in Q1 2026, closing a stake of 272 shares — an estimated $5.02K sold.

High Note Wealth first reported a position in LBRT in Q4 2024 and held it in 4 quarters. The position peaked at $5.27K in Q4 2024. 396 funds tracked by Wall St. Rank hold LBRT as of Q1 2026.

  • High Note Wealth reported no remaining Liberty Energy position as of Q1 2026 after selling out during the quarter.
  • High Note Wealth sold 272 Liberty Energy shares in Q1 2026, an estimated $5.02K.
  • High Note Wealth first reported a position in Liberty Energy in Q4 2024 and held it in 4 quarters.
  • High Note Wealth's Liberty Energy position peaked at $5.27K in Q4 2024.
  • 396 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.