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Soltis Investment Advisors’s SLB Ltd SLB Stock Holding History

Soltis Investment 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 		$7.59M Sell
163,324
-40,223
-20% -$2.16M 0.42% 64
2026
Q1 		$10.5M Buy
203,547
+3,050
+2% +$148K 0.66% 27
2025
Q4 		$7.7M Buy
200,497
+190,737
+1,954% +$6.91M 0.51% 46
2025
Q3 		$335K Sell
9,760
-246
-2% -$8.56K 0.02% 357
2025
Q2 		$338K Sell
10,006
-2,103
-17% -$72.9K 0.03% 301
2025
Q1 		$506K Sell
12,109
-5,975
-33% -$245K 0.05% 239
2024
Q4 		$693K Buy
18,084
+350
+2% +$14.7K 0.06% 201
2024
Q3 		$744K Buy
17,734
+8,765
+98% +$390K 0.07% 177
2024
Q2 		$423K Buy
8,969
+4,493
+100% +$217K 0.04% 225
2024
Q1 		$245K Buy
4,476
+143
+3% +$7.21K 0.03% 264
2023
Q4 		$225K Buy
4,333
+118
+3% +$6.41K 0.03% 260
2023
Q3 		$246K Buy
+4,215
New +$244K 0.03% 239
2020
Q1 		– Sell
-5,952
Closed -$239K – 176
2019
Q4 		$239K Buy
+5,952
New +$213K 0.05% 134

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

Soltis Investment Advisors's SLB Position: Q2 2026 in Review

Soltis Investment Advisors reduced its SLB Ltd (SLB) stake by 20% in Q2 2026, selling an estimated $2.16M and leaving 163,324 shares worth $7.59M. The position accounts for 0.42% of the portfolio, ranked #64.

Soltis Investment Advisors first reported a position in SLB in Q4 2019 and has held it in 13 quarters since. The position peaked at $10.5M in Q1 2026. 1,691 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Soltis Investment Advisors held 163,324 shares of SLB Ltd worth $7.59M as of Q2 2026.
  • Soltis Investment Advisors sold 40,223 SLB Ltd shares in Q2 2026, an estimated $2.16M.
  • SLB Ltd made up 0.42% of Soltis Investment Advisors's portfolio in Q2 2026, its #64 holding.
  • Soltis Investment Advisors first reported a position in SLB Ltd in Q4 2019 and has held it in 13 quarters since.
  • Soltis Investment Advisors's SLB Ltd position peaked at $10.5M in Q1 2026.
  • 1,691 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.