Icon Wealth Advisors’s SLB Ltd SLB Stock Holding History

Icon 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	–	Sell	-4,164	Closed	-$232K	–	433
2026 Q1	$232K	Buy	+4,164	New	+$202K	0.02%	361
2025 Q4	–	Sell	-5,055	Closed	-$174K	–	502
2025 Q3	$174K	Sell	5,055 -707	-12%	-$24.6K	0.01%	392
2025 Q2	$195K	Sell	5,762 -575	-9%	-$19.9K	0.01%	372
2025 Q1	$265K	Buy	6,337 +1,369	+28%	+$56.1K	0.02%	301
2024 Q4	$190K	Sell	4,968 -1,280	-20%	-$53.7K	0.02%	375
2024 Q3	$262K	Buy	+6,248	New	+$278K	0.02%	311
2024 Q2	–	Sell	-5,982	Closed	-$328K	–	491
2024 Q1	$328K	Sell	5,982 -135	-2%	-$6.81K	0.03%	266
2023 Q4	$318K	Buy	+6,117	New	+$332K	0.03%	258
2022 Q4	$452K	Sell	8,457 -7,411	-47%	-$369K	0.05%	201
2022 Q3	$570K	Buy	+15,868	New	+$575K	0.07%	174

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

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

Icon Wealth Advisors sold out of SLB Ltd (SLB) in Q2 2026, closing a stake of 4,164 shares — an estimated $232K sold.

Icon Wealth Advisors first reported a position in SLB in Q3 2022 and held it in 10 quarters. The position peaked at $570K in Q3 2022. 1,687 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

Icon Wealth Advisors reported no remaining SLB Ltd position as of Q2 2026 after selling out during the quarter.
Icon Wealth Advisors sold 4,164 SLB Ltd shares in Q2 2026, an estimated $232K.
Icon Wealth Advisors first reported a position in SLB Ltd in Q3 2022 and held it in 10 quarters.
Icon Wealth Advisors's SLB Ltd position peaked at $570K in Q3 2022.
1,687 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.