Wealth Enhancement Advisory Services
LBRT icon

Wealth Enhancement Advisory Services’s Liberty Energy LBRT Stock Holding History

Wealth Enhancement Advisory Services’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 		$980K Sell
40,005
-6,886
-15% -$206K ﹤0.01% 2085
2026
Q1 		$1.32M Sell
46,891
-34,491
-42% -$879K ﹤0.01% 1636
2025
Q4 		$1.55M Buy
81,382
+2,836
+4% +$47.4K ﹤0.01% 1676
2025
Q3 		$1.02M Buy
78,546
+1,177
+2% +$13.6K ﹤0.01% 1854
2025
Q2 		$935K Buy
77,369
+29,301
+61% +$355K ﹤0.01% 1793
2025
Q1 		$761K Buy
+48,068
New +$863K ﹤0.01% 1767

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

Wealth Enhancement Advisory Services's LBRT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Liberty Energy (LBRT) stake by 15% in Q2 2026, selling an estimated $206K and leaving 40,005 shares worth $980K. The position accounts for ﹤0.01% of the portfolio, ranked #2085.

Wealth Enhancement Advisory Services first reported a position in LBRT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.55M in Q4 2025. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 40,005 shares of Liberty Energy worth $980K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 6,886 Liberty Energy shares in Q2 2026, an estimated $206K.
  • Liberty Energy made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2085 holding.
  • Wealth Enhancement Advisory Services first reported a position in Liberty Energy in Q1 2025 and has held it in 6 quarters since.
  • Wealth Enhancement Advisory Services's Liberty Energy position peaked at $1.55M in Q4 2025.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.