AO
SLB icon

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
Q2 		$247K Sell
5,309
-294
-5% -$15.8K 0.02% 495
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisor OS's SLB Position: Q2 2026 in Review

Advisor OS reduced its SLB Ltd (SLB) stake by 5.2% in Q2 2026, selling an estimated $15.8K and leaving 5,309 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #495.

Advisor OS first reported a position in SLB in Q4 2025 and has held it in 3 quarters since. The position peaked at $288K in Q1 2026. 1,703 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Advisor OS held 5,309 shares of SLB Ltd worth $247K as of Q2 2026.
  • Advisor OS sold 294 SLB Ltd shares in Q2 2026, an estimated $15.8K.
  • SLB Ltd made up 0.02% of Advisor OS's portfolio in Q2 2026, its #495 holding.
  • Advisor OS first reported a position in SLB Ltd in Q4 2025 and has held it in 3 quarters since.
  • Advisor OS's SLB Ltd position peaked at $288K in Q1 2026.
  • 1,703 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.