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Cassaday & Co Wealth Management’s SLB Ltd SLB Stock Holding History

Cassaday & Co Wealth Management’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 		$148K Buy
3,194
+805
+34% +$43.1K ﹤0.01% 402
2026
Q1 		$123K Buy
+2,389
New +$116K ﹤0.01% 412

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

Cassaday & Co Wealth Management's SLB Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its SLB Ltd (SLB) stake by 34% in Q2 2026, buying an estimated $43.1K and bringing the position to 3,194 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Cassaday & Co Wealth Management first reported a position in SLB in Q1 2026 and has held it in 2 quarters since. 1,691 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Cassaday & Co Wealth Management held 3,194 shares of SLB Ltd worth $148K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 805 SLB Ltd shares in Q2 2026, an estimated $43.1K.
  • SLB Ltd made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #402 holding.
  • Cassaday & Co Wealth Management first reported a position in SLB Ltd in Q1 2026 and has held it in 2 quarters since.
  • 1,691 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.