VWA
LBRT icon

Valued Wealth Advisors’s Liberty Energy LBRT Stock Holding History

Valued 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 		$3.64K Sell
139
-777
-85% -$23.2K ﹤0.01% 528
2026
Q1 		$26.4K Buy
+916
New +$23.4K 0.01% 152

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

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

Valued Wealth Advisors reduced its Liberty Energy (LBRT) stake by 85% in Q2 2026, selling an estimated $23.2K and leaving 139 shares worth $3.64K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Valued Wealth Advisors first reported a position in LBRT in Q1 2026 and has held it in 2 quarters since. The position peaked at $26.4K in Q1 2026. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Valued Wealth Advisors held 139 shares of Liberty Energy worth $3.64K as of Q2 2026.
  • Valued Wealth Advisors sold 777 Liberty Energy shares in Q2 2026, an estimated $23.2K.
  • Liberty Energy made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #528 holding.
  • Valued Wealth Advisors first reported a position in Liberty Energy in Q1 2026 and has held it in 2 quarters since.
  • Valued Wealth Advisors's Liberty Energy position peaked at $26.4K in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.