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Valued Wealth Advisors’s Liberty Global Class C LBTYK Stock Holding History

Valued Wealth Advisors’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 		$1.61K Sell
146
-57
-28% -$660 ﹤0.01% 713
2026
Q1 		$2.38K Buy
+203
New +$2.33K ﹤0.01% 535

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

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

Valued Wealth Advisors reduced its Liberty Global Class C (LBTYK) stake by 28% in Q2 2026, selling an estimated $660 and leaving 146 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Valued Wealth Advisors first reported a position in LBTYK in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.38K in Q1 2026. 279 funds tracked by Wall St. Rank hold LBTYK as of Q2 2026.

  • Valued Wealth Advisors held 146 shares of Liberty Global Class C worth $1.61K as of Q2 2026.
  • Valued Wealth Advisors sold 57 Liberty Global Class C shares in Q2 2026, an estimated $660.
  • Liberty Global Class C made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #713 holding.
  • Valued Wealth Advisors first reported a position in Liberty Global Class C in Q1 2026 and has held it in 2 quarters since.
  • Valued Wealth Advisors's Liberty Global Class C position peaked at $2.38K in Q1 2026.
  • 279 funds tracked by Wall St. Rank held Liberty Global Class C as of Q2 2026.

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