NewEdge Advisors’s Liberty Energy LBRT Stock Holding History

NewEdge Advisors’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	$24.1K	Hold	922	–	–	﹤0.01%	3306
2026 Q1	$26.6K	Buy	922 +295	+47%	+$7.52K	﹤0.01%	3116
2025 Q4	$11.6K	Sell	627 -18,274	-97%	-$305K	﹤0.01%	3425
2025 Q3	$233K	Buy	18,901 +2,147	+13%	+$24.8K	﹤0.01%	2327
2025 Q2	$192K	Buy	16,754 +4,724	+39%	+$57.2K	﹤0.01%	2231
2025 Q1	$190K	Buy	12,030 +11,455	+1,992%	+$206K	﹤0.01%	2111
2024 Q4	$11.4K	Buy	575 +27	+5%	+$499	﹤0.01%	2994
2024 Q3	$10.5K	Hold	548	–	–	﹤0.01%	2925
2024 Q2	$11.4K	Sell	548 -19,037	-97%	-$425K	﹤0.01%	2811
2024 Q1	$406K	Buy	+19,585	New	+$387K	﹤0.01%	1466

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 $3.37T AUM 44.26% 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

NewEdge Advisors's LBRT Position: Q2 2026 in Review

NewEdge Advisors held its Liberty Energy (LBRT) position steady in Q2 2026 at 922 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3306.

NewEdge Advisors first reported a position in LBRT in Q1 2024 and has held it in 10 quarters since. The position peaked at $406K in Q1 2024. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

NewEdge Advisors held 922 shares of Liberty Energy worth $24.1K as of Q2 2026.
NewEdge Advisors left its Liberty Energy share count unchanged in Q2 2026.
Liberty Energy made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3306 holding.
NewEdge Advisors first reported a position in Liberty Energy in Q1 2024 and has held it in 10 quarters since.
NewEdge Advisors's Liberty Energy position peaked at $406K in Q1 2024.
405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.