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Integrated Wealth Concepts’s SLB Ltd SLB Stock Holding History

Integrated Wealth Concepts’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 		$5.04M Sell
108,426
-4,622
-4% -$248K 0.03% 477
2026
Q1 		$5.81M Buy
113,048
+66,273
+142% +$3.22M 0.05% 381
2025
Q4 		$1.8M Sell
46,775
-15,438
-25% -$560K 0.02% 564
2025
Q3 		$2.14M Buy
62,213
+1,711
+3% +$59.5K 0.02% 649
2025
Q2 		$2.04M Sell
60,502
-1,900
-3% -$65.9K 0.02% 610
2025
Q1 		$2.61M Buy
62,402
+7,555
+14% +$310K 0.03% 510
2024
Q4 		$2.1M Sell
54,847
-2,336
-4% -$98.1K 0.02% 538
2024
Q3 		$2.4M Buy
57,183
+5,391
+10% +$240K 0.03% 500
2024
Q2 		$2.44M Buy
51,792
+1,678
+3% +$81K 0.03% 450
2024
Q1 		$2.75M Sell
50,114
-645
-1% -$32.5K 0.04% 410
2023
Q4 		$2.64M Sell
50,759
-20,245
-29% -$1.1M 0.04% 381
2023
Q3 		$4.14M Sell
71,004
-600
-0.8% -$34.8K 0.07% 261
2023
Q2 		$3.52M Buy
71,604
+2,761
+4% +$132K 0.06% 297
2023
Q1 		$3.38M Buy
68,843
+60,433
+719% +$3.21M 0.07% 263
2022
Q4 		$450K Sell
8,410
-1,224
-13% -$61K 0.01% 684
2022
Q3 		$346K Buy
9,634
+2,150
+29% +$78K 0.01% 694
2022
Q2 		$268K Sell
7,484
-9,375
-56% -$391K 0.01% 794
2022
Q1 		$696K Buy
+16,859
New +$661K 0.02% 488

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

Integrated Wealth Concepts's SLB Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its SLB Ltd (SLB) stake by 4.1% in Q2 2026, selling an estimated $248K and leaving 108,426 shares worth $5.04M. The position accounts for 0.03% of the portfolio, ranked #477.

Integrated Wealth Concepts first reported a position in SLB in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.81M in Q1 2026. 1,700 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Integrated Wealth Concepts held 108,426 shares of SLB Ltd worth $5.04M as of Q2 2026.
  • Integrated Wealth Concepts sold 4,622 SLB Ltd shares in Q2 2026, an estimated $248K.
  • SLB Ltd made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #477 holding.
  • Integrated Wealth Concepts first reported a position in SLB Ltd in Q1 2022 and has held it in 18 quarters since.
  • Integrated Wealth Concepts's SLB Ltd position peaked at $5.81M in Q1 2026.
  • 1,700 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.