Evergreen Advisors’s SLB Ltd SLB Stock Holding History

Evergreen 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	-515	Closed	-$26.5K	–	142
2026 Q1	$26.5K	Buy	+515	New	+$25K	0.01%	86

Other funds holding SLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Evergreen Advisors's SLB Position: Q2 2026 in Review

Evergreen Advisors sold out of SLB Ltd (SLB) in Q2 2026, closing a stake of 515 shares — an estimated $26.5K sold.

Evergreen Advisors first reported a position in SLB in Q1 2026 and held it in 1 quarter. The position peaked at $26.5K in Q1 2026. 1,691 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

Evergreen Advisors reported no remaining SLB Ltd position as of Q2 2026 after selling out during the quarter.
Evergreen Advisors sold 515 SLB Ltd shares in Q2 2026, an estimated $26.5K.
Evergreen Advisors first reported a position in SLB Ltd in Q1 2026 and held it in 1 quarter.
Evergreen Advisors's SLB Ltd position peaked at $26.5K in Q1 2026.
1,691 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.