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Modera Wealth Management’s SLB Ltd SLB Stock Holding History

Modera Wealth Management’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
2025
Q2 		– Sell
-5,212
Closed -$218K – 654
2025
Q1 		$218K Buy
+5,212
New +$214K ﹤0.01% 583
2022
Q1 		– Sell
-11,741
Closed -$351K – 555
2021
Q4 		$351K Buy
+11,741
New +$370K 0.01% 362

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Modera Wealth Management's SLB Position: Q2 2025 in Review

Modera Wealth Management sold out of SLB Ltd (SLB) in Q2 2025, closing a stake of 5,212 shares — an estimated $218K sold.

Modera Wealth Management first reported a position in SLB in Q4 2021 and held it in 2 quarters. The position peaked at $351K in Q4 2021. 1,467 funds tracked by Wall St. Rank hold SLB as of Q2 2025.

  • Modera Wealth Management reported no remaining SLB Ltd position as of Q2 2025 after selling out during the quarter.
  • Modera Wealth Management sold 5,212 SLB Ltd shares in Q2 2025, an estimated $218K.
  • Modera Wealth Management first reported a position in SLB Ltd in Q4 2021 and held it in 2 quarters.
  • Modera Wealth Management's SLB Ltd position peaked at $351K in Q4 2021.
  • 1,467 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2025.

Based on Modera Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.