AAS
SLB icon

Avantax Advisory Services’s SLB Ltd SLB Stock Holding History

Avantax Advisory Services’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 		$2.53M Sell
74,894
-24,892
-25% -$863K 0.01% 690
2025
Q1 		$4.17M Buy
99,786
+17,046
+21% +$699K 0.03% 474
2024
Q4 		$3.17M Buy
82,740
+22,022
+36% +$925K 0.02% 544
2024
Q3 		$2.55M Buy
60,718
+5,920
+11% +$264K 0.02% 594
2024
Q2 		$2.59M Buy
54,798
+27,085
+98% +$1.31M 0.02% 573
2024
Q1 		$1.52M Buy
27,713
+2,866
+12% +$144K 0.01% 622
2023
Q4 		$1.29M Sell
24,847
-5,560
-18% -$302K 0.01% 629
2023
Q3 		$1.77M Sell
30,407
-2,040
-6% -$118K 0.02% 497
2023
Q2 		$1.59M Sell
32,447
-5,356
-14% -$255K 0.02% 527
2023
Q1 		$1.86M Sell
37,803
-4,441
-11% -$236K 0.02% 461
2022
Q4 		$2.26M Sell
42,244
-1,406
-3% -$70K 0.03% 383
2022
Q3 		$1.57M Buy
43,650
+562
+1% +$20.4K 0.02% 432
2022
Q2 		$1.54M Buy
43,088
+5,738
+15% +$239K 0.02% 439
2022
Q1 		$1.54M Sell
37,350
-6,102
-14% -$239K 0.02% 439
2021
Q4 		$1.3M Buy
43,452
+79
+0.2% +$2.49K 0.02% 454
2021
Q3 		$1.29M Buy
43,373
+7,347
+20% +$210K 0.02% 422
2021
Q2 		$1.15M Buy
36,026
+2,133
+6% +$65.5K 0.02% 444
2021
Q1 		$923K Buy
33,893
+7,419
+28% +$195K 0.02% 447
2020
Q4 		$582K Sell
26,474
-28,499
-52% -$538K 0.01% 510
2020
Q3 		$854K Buy
54,973
+26,247
+91% +$488K 0.01% 582
2020
Q2 		$530K Buy
28,726
+16,840
+142% +$295K 0.02% 469
2020
Q1 		$160K Sell
11,886
-3,028
-20% -$87.6K ﹤0.01% 738
2019
Q4 		$599K Buy
14,914
+8,054
+117% +$288K 0.01% 429
2019
Q3 		$232K Buy
6,860
+580
+9% +$21.2K 0.01% 497
2019
Q2 		$250K Buy
6,280
+523
+9% +$21.1K 0.01% 435
2019
Q1 		$251K Buy
+5,757
New +$249K 0.01% 405

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Avantax Advisory Services's SLB Position: Q2 2025 in Review

Avantax Advisory Services reduced its SLB Ltd (SLB) stake by 25% in Q2 2025, selling an estimated $863K and leaving 74,894 shares worth $2.53M. The position accounts for 0.01% of the portfolio, ranked #690.

Avantax Advisory Services first reported a position in SLB in Q1 2019 and has held it in 26 quarters since. The position peaked at $4.17M in Q1 2025. 1,467 funds tracked by Wall St. Rank hold SLB as of Q2 2025.

  • Avantax Advisory Services held 74,894 shares of SLB Ltd worth $2.53M as of Q2 2025.
  • Avantax Advisory Services sold 24,892 SLB Ltd shares in Q2 2025, an estimated $863K.
  • SLB Ltd made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #690 holding.
  • Avantax Advisory Services first reported a position in SLB Ltd in Q1 2019 and has held it in 26 quarters since.
  • Avantax Advisory Services's SLB Ltd position peaked at $4.17M in Q1 2025.
  • 1,467 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.