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Catalyst Financial Partners’s SLB Ltd SLB Stock Holding History

Catalyst Financial Partners’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 		$293K Buy
6,309
+227
+4% +$12.2K 0.03% 316
2026
Q1 		$313K Sell
6,082
-1,777
-23% -$86.2K 0.04% 286
2025
Q4 		$302K Buy
+7,859
New +$285K 0.03% 248
2025
Q2 		– Sell
-5,009
Closed -$209K – 313
2025
Q1 		$209K Buy
+5,009
New +$205K 0.04% 270
2024
Q3 		– Sell
-4,694
Closed -$221K – 278
2024
Q2 		$221K Buy
4,694
+392
+9% +$18.9K 0.05% 225
2024
Q1 		$219K Buy
+4,302
New +$217K 0.06% 214
2023
Q4 		– Sell
-3,667
Closed -$214K – 222
2023
Q3 		$214K Buy
+3,667
New +$213K 0.07% 188

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

Catalyst Financial Partners's SLB Position: Q2 2026 in Review

Catalyst Financial Partners increased its SLB Ltd (SLB) stake by 3.7% in Q2 2026, buying an estimated $12.2K and bringing the position to 6,309 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #316.

Catalyst Financial Partners first reported a position in SLB in Q3 2023 and has held it in 7 quarters since. The position peaked at $313K in Q1 2026. 1,687 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Catalyst Financial Partners held 6,309 shares of SLB Ltd worth $293K as of Q2 2026.
  • Catalyst Financial Partners bought 227 SLB Ltd shares in Q2 2026, an estimated $12.2K.
  • SLB Ltd made up 0.03% of Catalyst Financial Partners's portfolio in Q2 2026, its #316 holding.
  • Catalyst Financial Partners first reported a position in SLB Ltd in Q3 2023 and has held it in 7 quarters since.
  • Catalyst Financial Partners's SLB Ltd position peaked at $313K in Q1 2026.
  • 1,687 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.