Cornerstone Planning Group
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Cornerstone Planning Group’s SLB Ltd SLB Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-725
Closed -$34.5K – 1430
2026
Q2 		$34.5K Sell
725
-151
-17% -$8.09K ﹤0.01% 497
2026
Q1 		$49K Buy
876
+343
+64% +$16.6K 0.01% 410
2025
Q4 		$26.1K Buy
533
+526
+7,514% +$19.1K ﹤0.01% 522
2025
Q3 		$186 Sell
7
-456
-98% -$15.9K ﹤0.01% 1615
2025
Q2 		$15.5K Buy
463
+271
+141% +$9.4K ﹤0.01% 468
2025
Q1 		$6.52K Buy
192
+89
+86% +$3.65K ﹤0.01% 662
2024
Q4 		$4.4K Sell
103
-53
-34% -$2.22K ﹤0.01% 607
2024
Q3 		$6.31K Buy
156
+44
+39% +$1.96K ﹤0.01% 520
2024
Q2 		$4.89K Buy
112
+65
+138% +$3.14K ﹤0.01% 584
2024
Q1 		$2.22K Sell
47
-20
-30% -$1.01K ﹤0.01% 647
2023
Q4 		$3.5K Sell
67
-17
-20% -$924 ﹤0.01% 571
2023
Q3 		$4.91K Buy
84
+38
+83% +$2.2K ﹤0.01% 530
2023
Q2 		$2.27K Buy
+46
New +$2.19K ﹤0.01% 1118
2022
Q4 		$5.11K Buy
+89
New +$4.43K ﹤0.01% 876

Other funds holding SLB

Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Cornerstone Planning Group's SLB Position: Q3 2026 in Review

Cornerstone Planning Group sold out of SLB Ltd (SLB) in Q3 2026, closing a stake of 725 shares — an estimated $34.5K sold.

Cornerstone Planning Group first reported a position in SLB in Q4 2022 and held it in 14 quarters. The position peaked at $49K in Q1 2026. 434 funds tracked by Wall St. Rank hold SLB as of Q3 2026.

  • Cornerstone Planning Group reported no remaining SLB Ltd position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 725 SLB Ltd shares in Q3 2026, an estimated $34.5K.
  • Cornerstone Planning Group first reported a position in SLB Ltd in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's SLB Ltd position peaked at $49K in Q1 2026.
  • 434 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.