Universal-Beteiligungs- und Servicegesellschaft’s Liberty Energy LBRT Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$2.03M	Sell	77,523 -11,531	-13%	-$345K	﹤0.01%	1311
2026 Q1	$2.56M	Sell	89,054 -58,238	-40%	-$1.48M	﹤0.01%	1157
2025 Q4	$2.73M	Sell	147,292 -117	-0.1%	-$1.96K	﹤0.01%	1147
2025 Q3	$1.82M	Sell	147,409 -11,555	-7%	-$134K	﹤0.01%	1341
2025 Q2	$1.82M	Sell	158,964 -18,892	-11%	-$229K	﹤0.01%	1279
2025 Q1	$2.82M	Buy	177,856 +8,699	+5%	+$156K	0.01%	1030
2024 Q4	$3.36M	Buy	+169,157	New	+$3.13M	0.01%	810

Other funds holding LBRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Universal-Beteiligungs- und Servicegesellschaft's LBRT Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Liberty Energy (LBRT) stake by 13% in Q2 2026, selling an estimated $345K and leaving 77,523 shares worth $2.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in LBRT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.36M in Q4 2024. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 77,523 shares of Liberty Energy worth $2.03M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 11,531 Liberty Energy shares in Q2 2026, an estimated $345K.
Liberty Energy made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1311 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Liberty Energy in Q4 2024 and has held it in 7 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's Liberty Energy position peaked at $3.36M in Q4 2024.
405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.