Atria Wealth Solutions’s SLB Ltd SLB Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$213K	Sell	6,298 -27,245	-81%	-$945K	﹤0.01%	1360
2025 Q1	$1.41M	Sell	33,543 -11,287	-25%	-$463K	0.02%	755
2024 Q4	$1.72M	Buy	44,830 +13,134	+41%	+$551K	0.02%	699
2024 Q3	$1.33M	Sell	31,696 -4,675	-13%	-$208K	0.01%	813
2024 Q2	$1.72M	Sell	36,371 -2,303	-6%	-$111K	0.02%	684
2024 Q1	$2.13M	Sell	38,674 -108	-0.3%	-$5.44K	0.02%	620
2023 Q4	$2.02M	Buy	38,782 +4,368	+13%	+$237K	0.03%	602
2023 Q3	$2.01M	Buy	34,414 +206	+0.6%	+$11.9K	0.03%	556
2023 Q2	$1.68M	Sell	34,208 -5,072	-13%	-$242K	0.02%	626
2023 Q1	$1.94M	Sell	39,280 -14,360	-27%	-$763K	0.03%	549
2022 Q4	$2.87M	Buy	53,640 +3,649	+7%	+$182K	0.05%	396
2022 Q3	$1.8M	Buy	+49,991	New	+$1.81M	0.03%	523
2022 Q2	–	Sell	-22,142	Closed	-$916K	–	1865
2022 Q1	$916K	Buy	+22,142	New	+$868K	0.02%	773

Other funds holding SLB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Atria Wealth Solutions's SLB Position: Q2 2025 in Review

Atria Wealth Solutions reduced its SLB Ltd (SLB) stake by 81% in Q2 2025, selling an estimated $945K and leaving 6,298 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

Atria Wealth Solutions first reported a position in SLB in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.87M in Q4 2022. 1,469 funds tracked by Wall St. Rank hold SLB as of Q2 2025.

Atria Wealth Solutions held 6,298 shares of SLB Ltd worth $213K as of Q2 2025.
Atria Wealth Solutions sold 27,245 SLB Ltd shares in Q2 2025, an estimated $945K.
SLB Ltd made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1360 holding.
Atria Wealth Solutions first reported a position in SLB Ltd in Q1 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's SLB Ltd position peaked at $2.87M in Q4 2022.
1,469 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.