CAPTRUST Financial Advisors
SLB icon

CAPTRUST Financial Advisors’s SLB Ltd SLB Stock Holding History

CAPTRUST Financial 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 		– Sell
-2,000
Closed -$103K – 3385
2026
Q1 		$103K Buy
+2,000
New +$97.1K ﹤0.01% 2809

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

CAPTRUST Financial Advisors's SLB Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its SLB Ltd (SLB) stake by 15% in Q2 2026, selling an estimated $2.65M and leaving 286,447 shares worth $13.3M. The position accounts for 0.02% of the portfolio, ranked #495.

CAPTRUST Financial Advisors first reported a position in SLB in Q3 2017 and has held it in 36 quarters since. The position peaked at $17.3M in Q1 2026. 1,695 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • CAPTRUST Financial Advisors held 286,447 shares of SLB Ltd worth $13.3M as of Q2 2026.
  • CAPTRUST Financial Advisors sold 49,516 SLB Ltd shares in Q2 2026, an estimated $2.65M.
  • SLB Ltd made up 0.02% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #495 holding.
  • CAPTRUST Financial Advisors first reported a position in SLB Ltd in Q3 2017 and has held it in 36 quarters since.
  • CAPTRUST Financial Advisors's SLB Ltd position peaked at $17.3M in Q1 2026.
  • 1,695 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.