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Wealthspire Advisors (New York)’s SLB Ltd SLB Stock Holding History

Wealthspire Advisors (New York)’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 		$268K Sell
5,758
-380
-6% -$20.4K ﹤0.01% 1026
2026
Q1 		$315K Sell
6,138
-2,886
-32% -$140K ﹤0.01% 704
2025
Q4 		$346K Buy
9,024
+5,439
+152% +$197K ﹤0.01% 745
2025
Q3 		$123K Sell
3,585
-4,650
-56% -$162K ﹤0.01% 946
2025
Q2 		$278K Buy
+8,235
New +$286K ﹤0.01% 689
2024
Q2 		– Sell
-4,525
Closed -$248K – 689
2024
Q1 		$248K Sell
4,525
-1,075
-19% -$54.2K ﹤0.01% 552
2023
Q4 		$291K Buy
5,600
+1,027
+22% +$55.8K ﹤0.01% 530
2023
Q3 		$267K Buy
+4,573
New +$265K ﹤0.01% 505
2023
Q1 		– Sell
-4,432
Closed -$237K – 586
2022
Q4 		$237K Buy
+4,432
New +$221K ﹤0.01% 507
2021
Q2 		– Sell
-25,605
Closed -$696K – 610
2021
Q1 		$696K Buy
25,605
+2,579
+11% +$67.9K 0.02% 328
2020
Q4 		$503K Buy
23,026
+5,705
+33% +$108K 0.02% 306
2020
Q3 		$270K Buy
17,321
+696
+4% +$12.9K 0.02% 244
2020
Q2 		$306K Buy
16,625
+550
+3% +$9.64K 0.02% 205
2020
Q1 		$217K Buy
+16,075
New +$465K 0.01% 465
2019
Q1 		– Sell
-991
Closed -$36K – 669
2018
Q4 		$36K Buy
+991
New +$48.9K ﹤0.01% 229

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s SLB Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its SLB Ltd (SLB) stake by 6.2% in Q2 2026, selling an estimated $20.4K and leaving 5,758 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

Wealthspire Advisors (New York) first reported a position in SLB in Q4 2018 and has held it in 15 quarters since. The position peaked at $696K in Q1 2021. 1,703 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Wealthspire Advisors (New York) held 5,758 shares of SLB Ltd worth $268K as of Q2 2026.
  • Wealthspire Advisors (New York) sold 380 SLB Ltd shares in Q2 2026, an estimated $20.4K.
  • SLB Ltd made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1026 holding.
  • Wealthspire Advisors (New York) first reported a position in SLB Ltd in Q4 2018 and has held it in 15 quarters since.
  • Wealthspire Advisors (New York)'s SLB Ltd position peaked at $696K in Q1 2021.
  • 1,703 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.