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Physician Wealth Advisors’s Liberty Energy LBRT Stock Holding History

Physician Wealth 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 		$5.16K Buy
197
+22
+13% +$658 ﹤0.01% 1083
2026
Q1 		$5.04K Hold
175
– – ﹤0.01% 1005
2025
Q4 		$3.23K Buy
175
+30
+21% +$501 ﹤0.01% 1103
2025
Q3 		$1.79K Hold
145
– – ﹤0.01% 1280
2025
Q2 		$1.67K Buy
+145
New +$1.76K ﹤0.01% 1122

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
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

Physician Wealth Advisors's LBRT Position: Q2 2026 in Review

Physician Wealth Advisors increased its Liberty Energy (LBRT) stake by 13% in Q2 2026, buying an estimated $658 and bringing the position to 197 shares worth $5.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

Physician Wealth Advisors first reported a position in LBRT in Q2 2025 and has held it in 5 quarters since. 406 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Physician Wealth Advisors held 197 shares of Liberty Energy worth $5.16K as of Q2 2026.
  • Physician Wealth Advisors bought 22 Liberty Energy shares in Q2 2026, an estimated $658.
  • Liberty Energy made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1083 holding.
  • Physician Wealth Advisors first reported a position in Liberty Energy in Q2 2025 and has held it in 5 quarters since.
  • 406 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.