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United Asset Strategies’s SLB Ltd SLB Stock Holding History

United Asset Strategies’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
2025
Q2 		– Sell
-22,051
Closed -$922K – 248
2025
Q1 		$922K Buy
22,051
+3,442
+18% +$141K 0.09% 149
2024
Q4 		$713K Buy
+18,609
New +$781K 0.07% 158
2018
Q4 		– Sell
-65,071
Closed -$3.96M – 210
2018
Q3 		$3.96M Buy
65,071
+26,321
+68% +$1.69M 0.93% 39
2018
Q2 		$2.6M Buy
38,750
+4,237
+12% +$291K 0.69% 50
2018
Q1 		$2.24M Buy
34,513
+7,938
+30% +$554K 0.66% 48
2017
Q4 		$1.79M Sell
26,575
-8,779
-25% -$569K 0.48% 59
2017
Q3 		$2.47M Sell
35,354
-32,790
-48% -$2.17M 1.4% 25
2017
Q2 		$4.49M Buy
68,144
+2,182
+3% +$156K 1.33% 28
2017
Q1 		$5.15M Buy
65,962
+10,005
+18% +$818K 1.57% 22
2016
Q4 		$4.7M Buy
55,957
+793
+1% +$65K 1.53% 23
2016
Q3 		$4.34M Buy
+55,164
New +$4.38M 1.52% 25
2014
Q4 		– Sell
-2,394
Closed -$243K – 140
2014
Q3 		$243K Sell
2,394
-409
-15% -$44.6K 0.11% 116
2014
Q2 		$331K Buy
+2,803
New +$289K 0.16% 93

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

United Asset Strategies's SLB Position: Q2 2025 in Review

United Asset Strategies sold out of SLB Ltd (SLB) in Q2 2025, closing a stake of 22,051 shares — an estimated $922K sold.

United Asset Strategies first reported a position in SLB in Q2 2014 and held it in 13 quarters. The position peaked at $5.15M in Q1 2017. 1,468 funds tracked by Wall St. Rank hold SLB as of Q2 2025.

  • United Asset Strategies reported no remaining SLB Ltd position as of Q2 2025 after selling out during the quarter.
  • United Asset Strategies sold 22,051 SLB Ltd shares in Q2 2025, an estimated $922K.
  • United Asset Strategies first reported a position in SLB Ltd in Q2 2014 and held it in 13 quarters.
  • United Asset Strategies's SLB Ltd position peaked at $5.15M in Q1 2017.
  • 1,468 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2025.

Based on United Asset Strategies's 13F filing for Q2 2025, filed 8 Aug 2025.