Wealth Enhancement Advisory Services
LBTYK icon

Wealth Enhancement Advisory Services’s Liberty Global Class C LBTYK Stock Holding History

Wealth Enhancement Advisory Services’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 		$759K Buy
73,920
+25,736
+53% +$298K ﹤0.01% 2303
2026
Q1 		$573K Buy
48,184
+13,110
+37% +$150K ﹤0.01% 2210
2025
Q4 		$384K Buy
35,074
+3,184
+10% +$35.4K ﹤0.01% 2700
2025
Q3 		$367K Sell
31,890
-25,884
-45% -$290K ﹤0.01% 2615
2025
Q2 		$590K Buy
57,774
+493
+0.9% +$5.11K ﹤0.01% 2107
2025
Q1 		$686K Sell
57,281
-4,243
-7% -$51K ﹤0.01% 1836
2024
Q4 		$808K Sell
61,524
-1,194
-2% -$20.6K ﹤0.01% 1670
2024
Q3 		$1.36M Buy
62,718
+607
+1% +$12K ﹤0.01% 1245
2024
Q2 		$1.11M Sell
62,111
-25,588
-29% -$446K ﹤0.01% 1232
2024
Q1 		$1.55M Buy
87,699
+365
+0.4% +$7.02K ﹤0.01% 1061
2023
Q4 		$1.63M Sell
87,334
-664
-0.8% -$11.5K ﹤0.01% 970
2023
Q3 		$1.63M Buy
+87,998
New +$1.69M 0.01% 923

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

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

Wealth Enhancement Advisory Services increased its Liberty Global Class C (LBTYK) stake by 53% in Q2 2026, buying an estimated $298K and bringing the position to 73,920 shares worth $759K. The position accounts for ﹤0.01% of the portfolio, ranked #2303.

Wealth Enhancement Advisory Services first reported a position in LBTYK in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.63M in Q3 2023. 279 funds tracked by Wall St. Rank hold LBTYK as of Q2 2026.

  • Wealth Enhancement Advisory Services held 73,920 shares of Liberty Global Class C worth $759K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 25,736 Liberty Global Class C shares in Q2 2026, an estimated $298K.
  • Liberty Global Class C made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2303 holding.
  • Wealth Enhancement Advisory Services first reported a position in Liberty Global Class C in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Liberty Global Class C position peaked at $1.63M in Q3 2023.
  • 279 funds tracked by Wall St. Rank held Liberty Global Class C as of Q2 2026.

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