SageView Advisory Group’s SLB Ltd SLB Stock Holding History

SageView Advisory Group’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	$313K	Buy	6,728 +1,533	+30%	+$82.2K	0.01%	483
2026 Q1	$267K	Buy	5,195 +869	+20%	+$42.2K	0.01%	498
2025 Q4	$166K	Buy	+4,326	New	+$157K	0.01%	657
2024 Q3	–	Sell	-7,901	Closed	-$373K	–	562
2024 Q2	$373K	Buy	7,901 +3,125	+65%	+$151K	0.02%	390
2024 Q1	$506K	Sell	4,776 -2,179	-31%	-$110K	0.03%	320
2023 Q4	$343K	Buy	6,955 +3,145	+83%	+$171K	0.01%	472
2023 Q3	$222K	Buy	+3,810	New	+$221K	0.01%	492

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

SageView Advisory Group's SLB Position: Q2 2026 in Review

SageView Advisory Group increased its SLB Ltd (SLB) stake by 30% in Q2 2026, buying an estimated $82.2K and bringing the position to 6,728 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #483.

SageView Advisory Group first reported a position in SLB in Q3 2023 and has held it in 7 quarters since. The position peaked at $506K in Q1 2024. 1,695 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

SageView Advisory Group held 6,728 shares of SLB Ltd worth $313K as of Q2 2026.
SageView Advisory Group bought 1,533 SLB Ltd shares in Q2 2026, an estimated $82.2K.
SLB Ltd made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #483 holding.
SageView Advisory Group first reported a position in SLB Ltd in Q3 2023 and has held it in 7 quarters since.
SageView Advisory Group's SLB Ltd position peaked at $506K in Q1 2024.
1,695 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.