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True Wealth Design’s Liberty Global Class C LBTYK Stock Holding History

True Wealth Design’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
2026
Q2 		$1.44K Buy
131
+29
+28% +$336 ﹤0.01% 1840
2026
Q1 		$1.2K Buy
102
+3
+3% +$34 ﹤0.01% 1736
2025
Q4 		$1.09K Buy
99
+97
+4,850% +$1.08K ﹤0.01% 1675
2025
Q3 		$24 Hold
2
– – ﹤0.01% 2649
2025
Q2 		$21 Sell
2
-38
-95% -$393 ﹤0.01% 2507
2025
Q1 		$479 Buy
+40
New +$481 ﹤0.01% 1556

Other funds holding LBTYK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

True Wealth Design's LBTYK Position: Q2 2026 in Review

True Wealth Design increased its Liberty Global Class C (LBTYK) stake by 28% in Q2 2026, buying an estimated $336 and bringing the position to 131 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1840.

True Wealth Design first reported a position in LBTYK in Q1 2025 and has held it in 6 quarters since. 279 funds tracked by Wall St. Rank hold LBTYK as of Q2 2026.

  • True Wealth Design held 131 shares of Liberty Global Class C worth $1.44K as of Q2 2026.
  • True Wealth Design bought 29 Liberty Global Class C shares in Q2 2026, an estimated $336.
  • Liberty Global Class C made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1840 holding.
  • True Wealth Design first reported a position in Liberty Global Class C in Q1 2025 and has held it in 6 quarters since.
  • 279 funds tracked by Wall St. Rank held Liberty Global Class C as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.