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Kingswood Wealth Advisors’s SLB Ltd SLB Stock Holding History

Kingswood 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 		$821K Sell
17,654
-391
-2% -$21K 0.03% 458
2026
Q1 		$927K Buy
18,045
+416
+2% +$20.2K 0.04% 393
2025
Q4 		$677K Buy
17,629
+2,643
+18% +$95.8K 0.03% 438
2025
Q3 		$515K Sell
14,986
-4
-0% -$139 0.03% 471
2025
Q2 		$507K Sell
14,990
-104
-0.7% -$3.61K 0.04% 409
2025
Q1 		$631K Sell
15,094
-523
-3% -$21.4K 0.06% 341
2024
Q4 		$599K Buy
15,617
+1,441
+10% +$60.5K 0.05% 392
2024
Q3 		$595K Buy
14,176
+1,207
+9% +$53.7K 0.04% 412
2024
Q2 		$612K Sell
12,969
-975
-7% -$47.1K 0.06% 334
2024
Q1 		$764K Buy
13,944
+745
+6% +$37.6K 0.09% 254
2023
Q4 		$687K Sell
13,199
-2,512
-16% -$137K 0.08% 277
2023
Q3 		$916K Buy
15,711
+6,036
+62% +$350K 0.16% 153
2023
Q2 		$475K Buy
+9,675
New +$461K 0.15% 144

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

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

Kingswood Wealth Advisors reduced its SLB Ltd (SLB) stake by 2.2% in Q2 2026, selling an estimated $21K and leaving 17,654 shares worth $821K. The position accounts for 0.03% of the portfolio, ranked #458.

Kingswood Wealth Advisors first reported a position in SLB in Q2 2023 and has held it in 13 quarters since. The position peaked at $927K in Q1 2026. 1,687 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Kingswood Wealth Advisors held 17,654 shares of SLB Ltd worth $821K as of Q2 2026.
  • Kingswood Wealth Advisors sold 391 SLB Ltd shares in Q2 2026, an estimated $21K.
  • SLB Ltd made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #458 holding.
  • Kingswood Wealth Advisors first reported a position in SLB Ltd in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's SLB Ltd position peaked at $927K in Q1 2026.
  • 1,687 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.