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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
2020
Q1 		– Sell
-60
Closed -$241K – 1345
2019
Q4 		$241K Hold
60
– – ﹤0.01% 1230
2019
Q3 		$205K Sell
60
-5,940
-99% -$217K ﹤0.01% 1191
2019
Q2 		$238K Buy
+6,000
New +$242K ﹤0.01% 1307

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. 1,683 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.
  • 1,683 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.