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
2022
Q2 		– Sell
-59,400
Closed -$2.45M – 493
2022
Q1 		$2.45M Buy
59,400
+58,000
+4,143% +$2.27M 0.15% 107
2021
Q4 		$42K Buy
+1,400
New +$44.1K ﹤0.01% 521
2020
Q3 		– Sell
-1,400
Closed -$4K – 300
2020
Q2 		$4K Buy
+1,400
New +$24.5K ﹤0.01% 251

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.