Advisor OS’s SLB Ltd SLB Stock Holding History

Advisor OS’s Portfolio SLB Stock Details SLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$288K	Sell	5,603 -390	-7%	-$18.9K	0.02%	435
2025 Q4	$230K	Buy	+5,993	New	+$217K	0.02%	436

Other funds holding SLB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor OS's SLB Position: Q1 2026 in Review

Advisor OS reduced its SLB Ltd (SLB) stake by 6.5% in Q1 2026, selling an estimated $18.9K and leaving 5,603 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #435.

Advisor OS first reported a position in SLB in Q4 2025 and has held it in 2 quarters since. 1,682 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

Advisor OS held 5,603 shares of SLB Ltd worth $288K as of Q1 2026.
Advisor OS sold 390 SLB Ltd shares in Q1 2026, an estimated $18.9K.
SLB Ltd made up 0.02% of Advisor OS's portfolio in Q1 2026, its #435 holding.
Advisor OS first reported a position in SLB Ltd in Q4 2025 and has held it in 2 quarters since.
1,682 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.