UCFA
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United Capital Financial Advisors’s SLB Ltd SLB Stock Holding History

United Capital 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
Q1 		$2.71M Buy
52,786
+8,866
+20% +$430K 0.02% 485
2025
Q4 		$1.69M Buy
43,920
+1,013
+2% +$36.7K 0.01% 578
2025
Q3 		$1.47M Sell
42,907
-4,169
-9% -$145K 0.01% 537
2025
Q2 		$1.59M Sell
47,076
-9,221
-16% -$320K 0.01% 492
2025
Q1 		$2.35M Buy
56,297
+5,466
+11% +$224K 0.02% 395
2024
Q4 		$1.95M Sell
50,831
-7,018
-12% -$295K 0.02% 419
2024
Q3 		$2.43M Buy
57,849
+3,795
+7% +$169K 0.02% 376
2024
Q2 		$2.55M Sell
54,054
-15,579
-22% -$752K 0.02% 357
2024
Q1 		$3.82M Sell
69,633
-7,748
-10% -$391K 0.03% 319
2023
Q4 		$4.03M Sell
77,381
-25,883
-25% -$1.41M 0.03% 316
2023
Q3 		$6.02M Buy
103,264
+3,205
+3% +$186K 0.04% 278
2023
Q2 		$4.91M Sell
100,059
-33,327
-25% -$1.59M 0.03% 316
2023
Q1 		$6.55M Sell
133,386
-92,399
-41% -$4.91M 0.04% 292
2022
Q4 		$12.1M Sell
225,785
-1,320
-0.6% -$65.7K 0.07% 227
2022
Q3 		$8.15M Sell
227,105
-21,221
-9% -$770K 0.05% 262
2022
Q2 		$8.88M Buy
248,326
+34,781
+16% +$1.45M 0.05% 267
2022
Q1 		$8.82M Sell
213,545
-8,128
-4% -$319K 0.04% 296
2021
Q4 		$6.64M Sell
221,673
-18,152
-8% -$572K 0.03% 337
2021
Q3 		$7.11M Sell
239,825
-7,882
-3% -$226K 0.04% 318
2021
Q2 		$7.93M Sell
247,707
-5,596
-2% -$172K 0.04% 306
2021
Q1 		$6.89M Sell
253,303
-2,502
-1% -$65.9K 0.04% 312
2020
Q4 		$5.58M Sell
255,805
-15,475
-6% -$292K 0.03% 337
2020
Q3 		$4.22M Buy
271,280
+2,330
+0.9% +$43.3K 0.03% 370
2020
Q2 		$4.95M Buy
268,950
+27,219
+11% +$477K 0.04% 362
2020
Q1 		$3.26M Sell
241,731
-64,360
-21% -$1.86M 0.03% 404
2019
Q4 		$12.3M Sell
306,091
-6,738
-2% -$241K 0.08% 273
2019
Q3 		$10.7M Sell
312,829
-186,240
-37% -$6.81M 0.07% 281
2019
Q2 		$19.8M Buy
499,069
+38,286
+8% +$1.54M 0.13% 167
2019
Q1 		$20.1M Buy
460,783
+175,119
+61% +$7.57M 0.14% 155
2018
Q4 		$10.3M Buy
285,664
+17,566
+7% +$867K 0.08% 247
2018
Q3 		$16.3M Sell
268,098
-13,259
-5% -$854K 0.11% 199
2018
Q2 		$18.9M Sell
281,357
-985
-0.3% -$67.6K 0.14% 160
2018
Q1 		$18.3M Buy
282,342
+24,518
+10% +$1.71M 0.14% 168
2017
Q4 		$17.4M Sell
257,824
-103,631
-29% -$6.71M 0.14% 173
2017
Q3 		$25.2M Sell
361,455
-602
-0.2% -$39.8K 0.21% 107
2017
Q2 		$23.8M Buy
362,057
+11,411
+3% +$818K 0.21% 109
2017
Q1 		$27.4M Sell
350,646
-1,650
-0.5% -$135K 0.26% 90
2016
Q4 		$29.6M Buy
352,296
+5,180
+1% +$425K 0.29% 75
2016
Q3 		$27.3M Sell
347,116
-876
-0.3% -$69.5K 0.27% 80
2016
Q2 		$27.5M Buy
347,992
+5,266
+2% +$404K 0.28% 70
2016
Q1 		$25.3M Buy
342,726
+1,331
+0.4% +$93.6K 0.28% 73
2015
Q4 		$23.8M Sell
341,395
-28,157
-8% -$2.11M 0.27% 73
2015
Q3 		$25.5M Buy
369,552
+4,370
+1% +$346K 0.31% 58
2015
Q2 		$31.5M Buy
365,182
+1,206
+0.3% +$109K 0.36% 57
2015
Q1 		$34.4M Sell
363,976
-8,980
-2% -$748K 0.42% 47
2014
Q4 		$31.9M Buy
372,956
+18,945
+5% +$1.74M 0.48% 48
2014
Q3 		$36M Sell
354,011
-6,775
-2% -$739K 0.63% 30
2014
Q2 		$42.6M Sell
360,786
-8,886
-2% -$916K 0.79% 22
2014
Q1 		$36M Buy
369,672
+155,056
+72% +$14M 0.77% 25
2013
Q4 		$19.3M Buy
214,616
+97,131
+83% +$8.77M 0.66% 30
2013
Q3 		$10.4M Sell
117,485
-222,789
-65% -$18.3M 0.33% 65
2013
Q2 		$24.4M Buy
+340,274
New +$25.2M 0.65% 36

Other funds holding SLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

United Capital Financial Advisors's SLB Position: Q1 2026 in Review

United Capital Financial Advisors increased its SLB Ltd (SLB) stake by 20% in Q1 2026, buying an estimated $430K and bringing the position to 52,786 shares worth $2.71M. The position accounts for 0.02% of the portfolio, ranked #485.

United Capital Financial Advisors first reported a position in SLB in Q2 2013 and has held it in 52 quarters since. The position peaked at $42.6M in Q2 2014. 1,680 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • United Capital Financial Advisors held 52,786 shares of SLB Ltd worth $2.71M as of Q1 2026.
  • United Capital Financial Advisors bought 8,866 SLB Ltd shares in Q1 2026, an estimated $430K.
  • SLB Ltd made up 0.02% of United Capital Financial Advisors's portfolio in Q1 2026, its #485 holding.
  • United Capital Financial Advisors first reported a position in SLB Ltd in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's SLB Ltd position peaked at $42.6M in Q2 2014.
  • 1,680 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.