SFA
SLB icon

Sequoia Financial Advisors’s SLB Ltd SLB Stock Holding History

Sequoia Financial 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 		$4.24M Buy
91,201
+7,569
+9% +$406K 0.02% 384
2026
Q1 		$4.3M Buy
83,632
+6,681
+9% +$324K 0.02% 354
2025
Q4 		$2.95M Buy
76,951
+989
+1% +$35.9K 0.02% 457
2025
Q3 		$2.61M Buy
75,962
+3,681
+5% +$128K 0.02% 452
2025
Q2 		$2.44M Sell
72,281
-8,759
-11% -$304K 0.02% 425
2025
Q1 		$3.39M Sell
81,040
-415,944
-84% -$17M 0.03% 335
2024
Q4 		$19.1M Buy
496,984
+22,147
+5% +$930K 0.18% 112
2024
Q3 		$19.9M Buy
474,837
+9,381
+2% +$418K 0.21% 98
2024
Q2 		$22M Buy
465,456
+6,403
+1% +$309K 0.26% 87
2024
Q1 		$25.2M Buy
459,053
+316,130
+221% +$15.9M 0.31% 74
2023
Q4 		$7.44M Buy
142,923
+127,466
+825% +$6.93M 0.09% 176
2023
Q3 		$901K Buy
15,457
+1,036
+7% +$60.1K 0.02% 366
2023
Q2 		$708K Sell
14,421
-2,382
-14% -$114K 0.01% 421
2023
Q1 		$825K Buy
16,803
+617
+4% +$32.8K 0.02% 351
2022
Q4 		$865K Buy
16,186
+7,440
+85% +$370K 0.02% 319
2022
Q3 		$314K Sell
8,746
-410
-4% -$14.9K 0.01% 378
2022
Q2 		$327K Sell
9,156
-976
-10% -$40.7K 0.01% 415
2022
Q1 		$419K Buy
+10,132
New +$397K 0.01% 400
2020
Q1 		– Sell
-9,856
Closed -$396K – 401
2019
Q4 		$396K Sell
9,856
-1,407
-12% -$50.2K 0.03% 254
2019
Q3 		$385K Buy
11,263
+1,942
+21% +$71K 0.03% 232
2019
Q2 		$370K Sell
9,321
-93
-1% -$3.75K 0.03% 248
2019
Q1 		$410K Buy
9,414
+2,226
+31% +$96.2K 0.03% 220
2018
Q4 		$259K Buy
7,188
+455
+7% +$22.4K 0.03% 237
2018
Q3 		$410K Sell
6,733
-780
-10% -$50.2K 0.04% 180
2018
Q2 		$504K Buy
7,513
+237
+3% +$16.3K 0.05% 157
2018
Q1 		$471K Buy
7,276
+669
+10% +$46.7K 0.05% 164
2017
Q4 		$445K Buy
6,607
+1,904
+40% +$123K 0.05% 178
2017
Q3 		$328K Buy
4,703
+376
+9% +$24.9K 0.04% 201
2017
Q2 		$285K Sell
4,327
-52
-1% -$3.73K 0.04% 215
2017
Q1 		$342K Sell
4,379
-15
-0.3% -$1.23K 0.04% 178
2016
Q4 		$369K Sell
4,394
-180
-4% -$14.8K 0.05% 166
2016
Q3 		$360K Sell
4,574
-3,261
-42% -$259K 0.07% 147
2016
Q2 		$620K Buy
7,835
+3,393
+76% +$260K 0.17% 98
2016
Q1 		$328K Sell
4,442
-115
-3% -$8.09K 0.11% 132
2015
Q4 		$318K Buy
4,557
+490
+12% +$36.7K 0.13% 122
2015
Q3 		$280K Sell
4,067
-199
-5% -$15.8K 0.12% 126
2015
Q2 		$368K Buy
4,266
+104
+2% +$9.38K 0.16% 116
2015
Q1 		$347K Sell
4,162
-216
-5% -$18K 0.16% 115
2014
Q4 		$374K Sell
4,378
-20
-0.5% -$1.84K 0.26% 87
2014
Q3 		$447K Sell
4,398
-124
-3% -$13.5K 0.31% 78
2014
Q2 		$533K Buy
4,522
+659
+17% +$67.9K 0.41% 62
2014
Q1 		$377K Buy
3,863
+1,290
+50% +$117K 0.31% 85
2013
Q4 		$232K Buy
+2,573
New +$232K 0.19% 122

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

Sequoia Financial Advisors's SLB Position: Q2 2026 in Review

Sequoia Financial Advisors increased its SLB Ltd (SLB) stake by 9.1% in Q2 2026, buying an estimated $406K and bringing the position to 91,201 shares worth $4.24M. The position accounts for 0.02% of the portfolio, ranked #384.

Sequoia Financial Advisors first reported a position in SLB in Q4 2013 and has held it in 43 quarters since. The position peaked at $25.2M in Q1 2024. 1,691 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Sequoia Financial Advisors held 91,201 shares of SLB Ltd worth $4.24M as of Q2 2026.
  • Sequoia Financial Advisors bought 7,569 SLB Ltd shares in Q2 2026, an estimated $406K.
  • SLB Ltd made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #384 holding.
  • Sequoia Financial Advisors first reported a position in SLB Ltd in Q4 2013 and has held it in 43 quarters since.
  • Sequoia Financial Advisors's SLB Ltd position peaked at $25.2M in Q1 2024.
  • 1,691 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.