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Sound View Wealth Advisors Group’s SLB Ltd SLB Stock Holding History

Sound View Wealth Advisors 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 		$552K Sell
11,876
-3,053
-20% -$164K 0.03% 269
2026
Q1 		$767K Sell
14,929
-662
-4% -$32.1K 0.05% 221
2025
Q4 		$598K Buy
15,591
+1,115
+8% +$40.4K 0.04% 256
2025
Q3 		$498K Buy
14,476
+1,040
+8% +$36.2K 0.03% 270
2025
Q2 		$454K Buy
13,436
+1,784
+15% +$61.9K 0.03% 281
2025
Q1 		$487K Buy
11,652
+441
+4% +$18.1K 0.04% 263
2024
Q4 		$430K Buy
11,211
+573
+5% +$24.1K 0.03% 279
2024
Q3 		$446K Buy
10,638
+1,280
+14% +$57K 0.04% 270
2024
Q2 		$442K Buy
9,358
+737
+9% +$35.6K 0.05% 247
2024
Q1 		$473K Buy
8,621
+172
+2% +$8.67K 0.05% 244
2023
Q4 		$440K Buy
8,449
+300
+4% +$16.3K 0.05% 250
2023
Q3 		$475K Sell
8,149
-379
-4% -$22K 0.06% 229
2023
Q2 		$419K Sell
8,528
-1,749
-17% -$83.4K 0.05% 242
2023
Q1 		$505K Buy
10,277
+1,828
+22% +$97.1K 0.07% 217
2022
Q4 		$440K Buy
8,449
+171
+2% +$8.52K 0.05% 250
2022
Q3 		$297K Buy
8,278
+934
+13% +$33.9K 0.07% 212
2022
Q2 		$263K Buy
7,344
+4
+0.1% +$167 0.06% 234
2022
Q1 		$303K Sell
7,340
-2,992
-29% -$117K 0.06% 240
2021
Q4 		$309K Buy
10,332
+9
+0.1% +$284 0.06% 238
2021
Q3 		$306K Buy
10,323
+108
+1% +$3.09K 0.06% 231
2021
Q2 		$327K Buy
10,215
+1,113
+12% +$34.2K 0.07% 224
2021
Q1 		$247K Buy
+9,102
New +$240K 0.06% 240

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

Sound View Wealth Advisors Group's SLB Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its SLB Ltd (SLB) stake by 20% in Q2 2026, selling an estimated $164K and leaving 11,876 shares worth $552K. The position accounts for 0.03% of the portfolio, ranked #269.

Sound View Wealth Advisors Group first reported a position in SLB in Q1 2021 and has held it in 22 quarters since. The position peaked at $767K in Q1 2026. 1,695 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Sound View Wealth Advisors Group held 11,876 shares of SLB Ltd worth $552K as of Q2 2026.
  • Sound View Wealth Advisors Group sold 3,053 SLB Ltd shares in Q2 2026, an estimated $164K.
  • SLB Ltd made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #269 holding.
  • Sound View Wealth Advisors Group first reported a position in SLB Ltd in Q1 2021 and has held it in 22 quarters since.
  • Sound View Wealth Advisors Group's SLB Ltd position peaked at $767K in Q1 2026.
  • 1,695 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.