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Ritholtz Wealth Management’s Liberty Energy LBRT Stock Holding History

Ritholtz Wealth Management’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
Q2 		– Sell
-48,618
Closed -$770K – 1017
2025
Q1 		$770K Sell
48,618
-58,116
-54% -$1.04M 0.02% 467
2024
Q4 		$2.12M Sell
106,734
-55,086
-34% -$1.02M 0.06% 224
2024
Q3 		$3.09M Sell
161,820
-16,745
-9% -$346K 0.09% 152
2024
Q2 		$3.73M Buy
178,565
+42,234
+31% +$942K 0.12% 105
2024
Q1 		$2.82M Buy
136,331
+49,118
+56% +$971K 0.1% 140
2023
Q4 		$1.58M Buy
87,213
+34,417
+65% +$654K 0.06% 210
2023
Q3 		$978K Buy
+52,796
New +$870K 0.04% 286

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Ritholtz Wealth Management's LBRT Position: Q2 2025 in Review

Ritholtz Wealth Management sold out of Liberty Energy (LBRT) in Q2 2025, closing a stake of 48,618 shares — an estimated $770K sold.

Ritholtz Wealth Management first reported a position in LBRT in Q3 2023 and held it in 7 quarters. The position peaked at $3.73M in Q2 2024. 324 funds tracked by Wall St. Rank hold LBRT as of Q2 2025.

  • Ritholtz Wealth Management reported no remaining Liberty Energy position as of Q2 2025 after selling out during the quarter.
  • Ritholtz Wealth Management sold 48,618 Liberty Energy shares in Q2 2025, an estimated $770K.
  • Ritholtz Wealth Management first reported a position in Liberty Energy in Q3 2023 and held it in 7 quarters.
  • Ritholtz Wealth Management's Liberty Energy position peaked at $3.73M in Q2 2024.
  • 324 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2025.

Based on Ritholtz Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.