AWE
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Avidian Wealth Enterprises’s SLB Ltd SLB Stock Holding History

Avidian Wealth Enterprises’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 		$775K Sell
16,677
-125
-0.7% -$6.7K 0.02% 380
2026
Q1 		$863K Buy
16,802
+228
+1% +$11.1K 0.03% 314
2025
Q4 		$636K Buy
16,574
+254
+2% +$9.21K 0.02% 319
2025
Q3 		$561K Buy
16,320
+1,063
+7% +$37K 0.02% 343
2025
Q2 		$516K Sell
15,257
-6,249
-29% -$217K 0.02% 328
2025
Q1 		$899K Buy
21,506
+6,141
+40% +$252K 0.04% 211
2024
Q4 		$589K Buy
15,365
+705
+5% +$29.6K 0.03% 267
2024
Q3 		$615K Buy
14,660
+391
+3% +$17.4K 0.03% 260
2024
Q2 		$673K Sell
14,269
-79,152
-85% -$3.82M 0.03% 238
2024
Q1 		$5.12M Buy
93,421
+83,126
+807% +$4.19M 0.25% 65
2023
Q4 		$536K Buy
10,295
+66
+0.6% +$3.59K 0.03% 249
2023
Q3 		$596K Buy
10,229
+6
+0.1% +$348 0.04% 224
2023
Q2 		$502K Sell
10,223
-411
-4% -$19.6K 0.03% 264
2023
Q1 		$522K Sell
10,634
-904
-8% -$48K 0.03% 288
2022
Q4 		$617K Sell
11,538
-2,186
-16% -$109K 0.04% 246
2022
Q3 		$493K Sell
13,724
-10,647
-44% -$386K 0.04% 236
2022
Q2 		$872K Buy
24,371
+732
+3% +$30.5K 0.06% 182
2022
Q1 		$977K Sell
23,639
-10,193
-30% -$400K 0.06% 200
2021
Q4 		$1.01M Sell
33,832
-264
-0.8% -$8.32K 0.06% 186
2021
Q3 		$1.01M Buy
34,096
+2,202
+7% +$63.1K 0.08% 131
2021
Q2 		$1.02M Sell
31,894
-443
-1% -$13.6K 0.08% 129
2021
Q1 		$879K Sell
32,337
-1,996
-6% -$52.5K 0.07% 133
2020
Q4 		$749K Sell
34,333
-829
-2% -$15.6K 0.07% 136
2020
Q3 		$547K Sell
35,162
-2,060
-6% -$38.3K 0.06% 147
2020
Q2 		$685K Buy
37,222
+22,077
+146% +$387K 0.09% 111
2020
Q1 		$204K Buy
15,145
+944
+7% +$27.3K 0.03% 193
2019
Q4 		$571K Sell
14,201
-282
-2% -$10.1K 0.08% 102
2019
Q3 		$495K Buy
14,483
+1,036
+8% +$37.9K 0.08% 99
2019
Q2 		$534K Sell
13,447
-1,304
-9% -$52.6K 0.13% 67
2019
Q1 		$642K Sell
14,751
-590
-4% -$25.5K 0.14% 54
2018
Q4 		$553K Buy
15,341
+7,547
+97% +$372K 0.19% 41
2018
Q3 		$474K Sell
7,794
-640
-8% -$41.2K 0.15% 58
2018
Q2 		$565K Hold
8,434
– – 0.18% 49
2018
Q1 		$547K Sell
8,434
-113
-1% -$7.89K 0.18% 48
2017
Q4 		$576 Buy
8,547
+523
+7% +$33.9K 0.15% 43
2017
Q3 		$560K Sell
8,024
-1,887
-19% -$125K 0.21% 38
2017
Q2 		$653K Sell
9,911
-387
-4% -$27.7K 0.27% 27
2017
Q1 		$804K Buy
10,298
+228
+2% +$18.6K 0.31% 27
2016
Q4 		$845K Buy
10,070
+30
+0.3% +$2.46K 0.37% 24
2016
Q3 		$790K Sell
10,040
-5,862
-37% -$465K 0.32% 26
2016
Q2 		$1.26K Buy
15,902
+2,560
+19% +$196K 0.46% 22
2016
Q1 		$984K Buy
13,342
+41
+0.3% +$2.88K 0.53% 17
2015
Q4 		$928K Buy
13,301
+1,036
+8% +$77.6K 0.45% 14
2015
Q3 		$846K Hold
12,265
– – 0.53% 12
2015
Q2 		$1.06M Buy
12,265
+2,887
+31% +$261K 0.44% 15
2015
Q1 		$783K Hold
9,378
– – 0.33% 20
2014
Q4 		$801K Buy
9,378
+207
+2% +$19K 0.33% 18
2014
Q3 		$933K Buy
9,171
+49
+0.5% +$5.34K 0.37% 24
2014
Q2 		$1.08M Buy
+9,122
New +$940K 0.4% 24
2014
Q1 		– Sell
-6,633
Closed -$622K – 23
2013
Q4 		$622K Buy
+6,633
New +$599K 0.57% 14

Other funds holding SLB

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return

Avidian Wealth Enterprises's SLB Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its SLB Ltd (SLB) stake by 0.74% in Q2 2026, selling an estimated $6.7K and leaving 16,677 shares worth $775K. The position accounts for 0.02% of the portfolio, ranked #380.

Avidian Wealth Enterprises first reported a position in SLB in Q4 2013 and has held it in 50 quarters since. The position peaked at $5.12M in Q1 2024. 688 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Avidian Wealth Enterprises held 16,677 shares of SLB Ltd worth $775K as of Q2 2026.
  • Avidian Wealth Enterprises sold 125 SLB Ltd shares in Q2 2026, an estimated $6.7K.
  • SLB Ltd made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #380 holding.
  • Avidian Wealth Enterprises first reported a position in SLB Ltd in Q4 2013 and has held it in 50 quarters since.
  • Avidian Wealth Enterprises's SLB Ltd position peaked at $5.12M in Q1 2024.
  • 688 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.