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
2024 Q4	–	Sell	-5,594	Closed	-$235K	–	644
2024 Q3	$235K	Buy	+5,594	New	+$249K	﹤0.01%	547

Other funds holding SLB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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.