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Wealth Preservation Advisors’s Liberty Energy LBRT Stock Holding History

Wealth Preservation 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 		– Sell
-21
Closed -$605 – 537
2026
Q1 		$605 Buy
+21
New +$535 ﹤0.01% 756

Other funds holding LBRT

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Vanguard Portfolio Management
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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 Preservation Advisors's LBRT Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Liberty Energy (LBRT) in Q2 2026, closing a stake of 21 shares — an estimated $605 sold.

Wealth Preservation Advisors first reported a position in LBRT in Q1 2026 and held it in 1 quarter. The position peaked at $605 in Q1 2026. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Liberty Energy position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 21 Liberty Energy shares in Q2 2026, an estimated $605.
  • Wealth Preservation Advisors first reported a position in Liberty Energy in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Liberty Energy position peaked at $605 in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.