Cladis Investment Advisory’s SLB Ltd SLB Stock Holding History

Cladis Investment Advisory’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 Q1	$234K	Sell	4,546 -1,000	-18%	-$48.5K	0.13%	143
2025 Q4	$213K	Buy	+5,546	New	+$201K	0.12%	151
2024 Q3	–	Sell	-4,370	Closed	-$206K	–	144
2024 Q2	$206K	Hold	4,370	–	–	0.15%	128
2024 Q1	$240K	Sell	4,370 -45	-1%	-$2.27K	0.18%	121
2023 Q4	$230K	Hold	4,415	–	–	0.18%	118
2023 Q3	$257K	Sell	4,415 -400	-8%	-$23.2K	0.23%	102
2023 Q2	$237K	Hold	4,815	–	–	0.21%	115
2023 Q1	$236K	Sell	4,815 -600	-11%	-$31.9K	0.21%	117
2022 Q4	$289K	Sell	5,415 -500	-8%	-$24.9K	0.29%	97
2022 Q3	$212K	Sell	5,915 -205	-3%	-$7.43K	0.23%	114
2022 Q2	$219K	Sell	6,120 -1,900	-24%	-$79.2K	0.22%	117
2022 Q1	$331K	Sell	8,020 -3,350	-29%	-$131K	0.27%	105
2021 Q4	$341K	Buy	+11,370	New	+$358K	0.27%	112

Other funds holding SLB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cladis Investment Advisory's SLB Position: Q1 2026 in Review

Cladis Investment Advisory reduced its SLB Ltd (SLB) stake by 18% in Q1 2026, selling an estimated $48.5K and leaving 4,546 shares worth $234K. The position accounts for 0.13% of the portfolio, ranked #143.

Cladis Investment Advisory first reported a position in SLB in Q4 2021 and has held it in 13 quarters since. The position peaked at $341K in Q4 2021. 1,680 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

Cladis Investment Advisory held 4,546 shares of SLB Ltd worth $234K as of Q1 2026.
Cladis Investment Advisory sold 1,000 SLB Ltd shares in Q1 2026, an estimated $48.5K.
SLB Ltd made up 0.13% of Cladis Investment Advisory's portfolio in Q1 2026, its #143 holding.
Cladis Investment Advisory first reported a position in SLB Ltd in Q4 2021 and has held it in 13 quarters since.
Cladis Investment Advisory's SLB Ltd position peaked at $341K in Q4 2021.
1,680 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Cladis Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.