Arkadios Wealth Advisors’s Core Laboratories CLB Stock Holding History

Arkadios Wealth Advisors’s Portfolio CLB Stock Details CLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$189K	Sell	16,244 -2,232	-12%	-$31.9K	﹤0.01%	1646
2026 Q1	$310K	Sell	18,476 -2,242	-11%	-$40.1K	0.01%	1344
2025 Q4	$332K	Sell	20,718 -28,579	-58%	-$425K	0.01%	1196
2025 Q3	$609K	Sell	49,297 -35,599	-42%	-$417K	0.01%	849
2025 Q2	$978K	Buy	+84,896	New	+$1.01M	0.03%	579
2021 Q4	–	Sell	-715	Closed	-$19K	–	775
2021 Q3	$19K	Buy	715 +135	+23%	+$4.11K	﹤0.01%	1225
2021 Q2	$22K	Buy	+580	New	+$20.8K	﹤0.01%	1237

Other funds holding CLB

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arkadios Wealth Advisors's CLB Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Core Laboratories (CLB) stake by 12% in Q2 2026, selling an estimated $31.9K and leaving 16,244 shares worth $189K. The position accounts for ﹤0.01% of the portfolio, ranked #1646.

Arkadios Wealth Advisors first reported a position in CLB in Q2 2021 and has held it in 7 quarters since. The position peaked at $978K in Q2 2025. 186 funds tracked by Wall St. Rank hold CLB as of Q2 2026.

Arkadios Wealth Advisors held 16,244 shares of Core Laboratories worth $189K as of Q2 2026.
Arkadios Wealth Advisors sold 2,232 Core Laboratories shares in Q2 2026, an estimated $31.9K.
Core Laboratories made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1646 holding.
Arkadios Wealth Advisors first reported a position in Core Laboratories in Q2 2021 and has held it in 7 quarters since.
Arkadios Wealth Advisors's Core Laboratories position peaked at $978K in Q2 2025.
186 funds tracked by Wall St. Rank held Core Laboratories as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.