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Beacon Pointe Advisors’s SLB Ltd SLB Stock Holding History

Beacon Pointe Advisors’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 		$2.01M Sell
43,270
-3,845
-8% -$206K 0.01% 765
2026
Q1 		$2.42M Buy
47,115
+13,509
+40% +$656K 0.01% 673
2025
Q4 		$1.29M Sell
33,606
-2,329
-6% -$84.4K 0.01% 747
2025
Q3 		$1.24M Sell
35,935
-2,911
-7% -$101K 0.01% 691
2025
Q2 		$1.31M Sell
38,846
-5,564
-13% -$193K 0.01% 586
2025
Q1 		$1.86M Sell
44,410
-19,079
-30% -$782K 0.02% 477
2024
Q4 		$2.43M Sell
63,489
-12,404
-16% -$521K 0.03% 416
2024
Q3 		$3.18M Buy
75,893
+3,545
+5% +$158K 0.04% 378
2024
Q2 		$3.41M Buy
72,348
+12,249
+20% +$591K 0.04% 357
2024
Q1 		$3.29M Sell
60,099
-1,784
-3% -$89.9K 0.04% 386
2023
Q4 		$3.22M Sell
61,883
-20,442
-25% -$1.11M 0.04% 381
2023
Q3 		$4.8M Buy
82,325
+15,101
+22% +$876K 0.06% 267
2023
Q2 		$3.3M Sell
67,224
-13,600
-17% -$649K 0.05% 293
2023
Q1 		$3.97M Buy
80,824
+3,792
+5% +$201K 0.07% 256
2022
Q4 		$4.12M Buy
77,032
+2,510
+3% +$125K 0.08% 224
2022
Q3 		$2.68M Buy
74,522
+3,193
+4% +$116K 0.06% 261
2022
Q2 		$2.55M Sell
71,329
-17,950
-20% -$749K 0.05% 288
2022
Q1 		$3.69M Buy
89,279
+10,141
+13% +$398K 0.05% 312
2021
Q4 		$2.37M Sell
79,138
-9,471
-11% -$298K 0.06% 236
2021
Q3 		$2.63M Buy
88,609
+39,661
+81% +$1.14M 0.06% 247
2021
Q2 		$1.57M Buy
+48,948
New +$1.5M 0.06% 261

Other funds holding SLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Beacon Pointe Advisors's SLB Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its SLB Ltd (SLB) stake by 8.2% in Q2 2026, selling an estimated $206K and leaving 43,270 shares worth $2.01M. The position accounts for 0.01% of the portfolio, ranked #765.

Beacon Pointe Advisors first reported a position in SLB in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.8M in Q3 2023. 1,695 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Beacon Pointe Advisors held 43,270 shares of SLB Ltd worth $2.01M as of Q2 2026.
  • Beacon Pointe Advisors sold 3,845 SLB Ltd shares in Q2 2026, an estimated $206K.
  • SLB Ltd made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #765 holding.
  • Beacon Pointe Advisors first reported a position in SLB Ltd in Q2 2021 and has held it in 21 quarters since.
  • Beacon Pointe Advisors's SLB Ltd position peaked at $4.8M in Q3 2023.
  • 1,695 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.