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SOA Wealth Advisors’s SLB Ltd SLB Stock Holding History

SOA 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 		– Hold
0
– – – 888
2026
Q1 		– Hold
0
– – – 864
2025
Q4 		– Sell
-15
Closed -$544 – 867
2025
Q3 		$522 Hold
15
– – ﹤0.01% 800
2025
Q2 		$509 Sell
15
-2,933
-99% -$102K ﹤0.01% 783
2025
Q1 		$3.56K Buy
2,948
+2,933
+19,553% +$120K ﹤0.01% 665
2024
Q4 		$569 Hold
15
– – ﹤0.01% 771
2024
Q3 		$619 Hold
15
– – ﹤0.01% 743
2024
Q2 		$692 Sell
15
-34
-69% -$1.64K ﹤0.01% 748
2024
Q1 		$2.66K Hold
49
– – ﹤0.01% 675
2023
Q4 		$2.52K Buy
49
+1
+2% +$54 ﹤0.01% 675
2023
Q3 		$2.83K Hold
48
– – ﹤0.01% 679
2023
Q2 		$2.38K Hold
48
– – ﹤0.01% 707
2023
Q1 		$2.37K Sell
48
-97
-67% -$5.15K ﹤0.01% 709
2022
Q4 		$7.77K Sell
145
-22
-13% -$1.1K ﹤0.01% 558
2022
Q3 		$6K Sell
167
-79
-32% -$2.87K ﹤0.01% 588
2022
Q2 		$8K Sell
246
-3,050
-93% -$127K ﹤0.01% 532
2022
Q1 		$136K Buy
3,296
+1
+0% +$39 0.03% 205
2021
Q4 		$98K Hold
3,295
– – 0.02% 219
2021
Q3 		$97K Sell
3,295
-6
-0.2% -$172 0.02% 221
2021
Q2 		$105K Buy
3,301
+1,204
+57% +$37K 0.03% 208
2021
Q1 		$57K Sell
2,097
-122
-5% -$3.21K 0.02% 255
2020
Q4 		$59K Buy
+2,219
New +$41.9K 0.02% 242

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

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

SOA Wealth Advisors held its SLB Ltd (SLB) position steady in Q2 2026 at 0 shares worth $6. The position accounts for ﹤0.01% of the portfolio, ranked #888.

SOA Wealth Advisors first reported a position in SLB in Q4 2020 and has held it in 20 quarters since. The position peaked at $136K in Q1 2022. 1,695 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • SOA Wealth Advisors held 0 shares of SLB Ltd worth $6 as of Q2 2026.
  • SOA Wealth Advisors left its SLB Ltd share count unchanged in Q2 2026.
  • SLB Ltd made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #888 holding.
  • SOA Wealth Advisors first reported a position in SLB Ltd in Q4 2020 and has held it in 20 quarters since.
  • SOA Wealth Advisors's SLB Ltd position peaked at $136K in Q1 2022.
  • 1,695 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.