EWA
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EverSource Wealth Advisors’s SLB Ltd SLB Stock Holding History

EverSource Wealth 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 		$352K Sell
7,566
-3,679
-33% -$197K 0.01% 730
2026
Q1 		$578K Buy
11,245
+2,947
+36% +$143K 0.02% 544
2025
Q4 		$318K Buy
8,298
+955
+13% +$34.6K 0.01% 729
2025
Q3 		$252K Sell
7,343
-1,308
-15% -$45.5K 0.01% 793
2025
Q2 		$292K Buy
8,651
+3,426
+66% +$119K 0.01% 681
2025
Q1 		$218K Buy
5,225
+980
+23% +$40.2K 0.01% 631
2024
Q4 		$163K Buy
4,245
+522
+14% +$21.9K 0.01% 731
2024
Q3 		$156K Sell
3,723
-109
-3% -$4.85K 0.01% 641
2024
Q2 		$185K Sell
3,832
-248
-6% -$12K 0.01% 585
2024
Q1 		$194K Buy
4,080
+1,138
+39% +$57.4K 0.02% 499
2023
Q4 		$153K Buy
2,942
+146
+5% +$7.93K 0.01% 504
2023
Q3 		$163K Buy
2,796
+321
+13% +$18.6K 0.02% 444
2023
Q2 		$122K Buy
2,475
+40
+2% +$1.91K 0.01% 513
2023
Q1 		$120K Sell
2,435
-155
-6% -$8.23K 0.01% 488
2022
Q4 		$139K Sell
2,590
-35
-1% -$1.74K 0.02% 424
2022
Q3 		$94K Buy
2,625
+600
+30% +$21.8K 0.02% 446
2022
Q2 		$72K Buy
2,025
+25
+1% +$1.04K 0.02% 488
2022
Q1 		$82K Buy
2,000
+703
+54% +$27.6K 0.02% 377
2021
Q4 		$39K Buy
+1,297
New +$40.9K 0.01% 473

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

EverSource Wealth Advisors's SLB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its SLB Ltd (SLB) stake by 33% in Q2 2026, selling an estimated $197K and leaving 7,566 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #730.

EverSource Wealth Advisors first reported a position in SLB in Q4 2021 and has held it in 19 quarters since. The position peaked at $578K in Q1 2026. 1,692 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • EverSource Wealth Advisors held 7,566 shares of SLB Ltd worth $352K as of Q2 2026.
  • EverSource Wealth Advisors sold 3,679 SLB Ltd shares in Q2 2026, an estimated $197K.
  • SLB Ltd made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #730 holding.
  • EverSource Wealth Advisors first reported a position in SLB Ltd in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's SLB Ltd position peaked at $578K in Q1 2026.
  • 1,692 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

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