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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 $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

United Capital Financial Advisors's SLB Position: Q2 2026 in Review

United Capital Financial Advisors increased its SLB Ltd (SLB) stake by 1.8% in Q2 2026, buying an estimated $49.5K and bringing the position to 53,710 shares worth $2.5M. The position accounts for 0.01% of the portfolio, ranked #529.

United Capital Financial Advisors first reported a position in SLB in Q2 2013 and has held it in 53 quarters since. The position peaked at $42.6M in Q2 2014. 1,698 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • United Capital Financial Advisors held 53,710 shares of SLB Ltd worth $2.5M as of Q2 2026.
  • United Capital Financial Advisors bought 924 SLB Ltd shares in Q2 2026, an estimated $49.5K.
  • SLB Ltd made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #529 holding.
  • United Capital Financial Advisors first reported a position in SLB Ltd in Q2 2013 and has held it in 53 quarters since.
  • United Capital Financial Advisors's SLB Ltd position peaked at $42.6M in Q2 2014.
  • 1,698 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.