NW
LBRT icon

NewEdge Wealth’s Liberty Energy LBRT Stock Holding History

NewEdge 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
2025
Q3 		– Sell
-38,462
Closed -$424K – 1047
2025
Q2 		$424K Buy
38,462
+4,745
+14% +$57.5K 0.01% 752
2025
Q1 		$534K Buy
33,717
+5,992
+22% +$108K 0.01% 631
2024
Q4 		$551K Buy
+27,725
New +$513K 0.01% 617

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

NewEdge Wealth's LBRT Position: Q3 2025 in Review

NewEdge Wealth sold out of Liberty Energy (LBRT) in Q3 2025, closing a stake of 38,462 shares — an estimated $424K sold.

NewEdge Wealth first reported a position in LBRT in Q4 2024 and held it in 3 quarters. The position peaked at $551K in Q4 2024. 338 funds tracked by Wall St. Rank hold LBRT as of Q3 2025.

  • NewEdge Wealth reported no remaining Liberty Energy position as of Q3 2025 after selling out during the quarter.
  • NewEdge Wealth sold 38,462 Liberty Energy shares in Q3 2025, an estimated $424K.
  • NewEdge Wealth first reported a position in Liberty Energy in Q4 2024 and held it in 3 quarters.
  • NewEdge Wealth's Liberty Energy position peaked at $551K in Q4 2024.
  • 338 funds tracked by Wall St. Rank held Liberty Energy as of Q3 2025.

Based on NewEdge Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.