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Private Wealth Management Group’s Liberty Global Class C LBTYK Stock Holding History

Private Wealth Management Group’s Portfolio LBTYK Stock Details LBTYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-160
Closed -$1.92K – 1554
2025
Q1 		$1.92K Buy
+160
New +$1.93K ﹤0.01% 1067
2024
Q4 		– Sell
-146
Closed -$3.16K – 1544
2024
Q3 		$3.16K Hold
146
– – ﹤0.01% 902
2024
Q2 		$2.61K Sell
146
-156
-52% -$2.72K ﹤0.01% 958
2024
Q1 		$5.33K Hold
302
– – ﹤0.01% 607
2023
Q4 		$5.63K Buy
+302
New +$5.23K ﹤0.01% 588

Other funds holding LBTYK

BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Private Wealth Management Group's LBTYK Position: Q2 2025 in Review

Private Wealth Management Group sold out of Liberty Global Class C (LBTYK) in Q2 2025, closing a stake of 160 shares — an estimated $1.92K sold.

Private Wealth Management Group first reported a position in LBTYK in Q4 2023 and held it in 5 quarters. The position peaked at $5.63K in Q4 2023. 270 funds tracked by Wall St. Rank hold LBTYK as of Q2 2025.

  • Private Wealth Management Group reported no remaining Liberty Global Class C position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 160 Liberty Global Class C shares in Q2 2025, an estimated $1.92K.
  • Private Wealth Management Group first reported a position in Liberty Global Class C in Q4 2023 and held it in 5 quarters.
  • Private Wealth Management Group's Liberty Global Class C position peaked at $5.63K in Q4 2023.
  • 270 funds tracked by Wall St. Rank held Liberty Global Class C as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.