Cyndeo Wealth Partners’s SLB Ltd SLB Stock Holding History

Cyndeo Wealth 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	–	Sell	-4,327	Closed	-$222K	–	530
2026 Q1	$222K	Buy	+4,327	New	+$210K	0.01%	456
2024 Q3	–	Sell	-29,561	Closed	-$1.39M	–	461
2024 Q2	$1.39M	Buy	29,561 +735	+3%	+$35.5K	0.11%	187
2024 Q1	$1.58M	Sell	28,826 -1,392	-5%	-$70.2K	0.13%	167
2023 Q4	$1.57M	Buy	30,218 +15,632	+107%	+$850K	0.15%	160
2023 Q3	$850K	Sell	14,586 -3,054	-17%	-$177K	0.09%	185
2023 Q2	$866K	Sell	17,640 -42,413	-71%	-$2.02M	0.09%	178
2023 Q1	$2.95M	Buy	+60,053	New	+$3.19M	0.32%	97

Other funds holding SLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cyndeo Wealth Partners's SLB Position: Q2 2026 in Review

Cyndeo Wealth Partners sold out of SLB Ltd (SLB) in Q2 2026, closing a stake of 4,327 shares — an estimated $222K sold.

Cyndeo Wealth Partners first reported a position in SLB in Q1 2023 and held it in 7 quarters. The position peaked at $2.95M in Q1 2023. 1,691 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

Cyndeo Wealth Partners reported no remaining SLB Ltd position as of Q2 2026 after selling out during the quarter.
Cyndeo Wealth Partners sold 4,327 SLB Ltd shares in Q2 2026, an estimated $222K.
Cyndeo Wealth Partners first reported a position in SLB Ltd in Q1 2023 and held it in 7 quarters.
Cyndeo Wealth Partners's SLB Ltd position peaked at $2.95M in Q1 2023.
1,691 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.