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Dakota Wealth Management’s SLB Ltd SLB Stock Holding History

Dakota 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 		$3.49M Buy
74,946
+24,070
+47% +$1.29M 0.07% 230
2026
Q1 		$2.62M Buy
50,876
+39,726
+356% +$1.93M 0.06% 245
2025
Q4 		$428K Sell
11,150
-1,935
-15% -$70.1K 0.01% 587
2025
Q3 		$450K Sell
13,085
-5,656
-30% -$197K 0.01% 497
2025
Q2 		$633K Sell
18,741
-7,159
-28% -$248K 0.01% 474
2025
Q1 		$1.08M Buy
25,900
+1,239
+5% +$50.8K 0.03% 362
2024
Q4 		$946K Sell
24,661
-16,038
-39% -$673K 0.02% 376
2024
Q3 		$1.71M Sell
40,699
-1,419
-3% -$63.2K 0.04% 292
2024
Q2 		$1.99M Buy
42,118
+9,236
+28% +$446K 0.05% 257
2024
Q1 		$1.8M Buy
32,882
+24,298
+283% +$1.22M 0.04% 278
2023
Q4 		$447K Buy
8,584
+314
+4% +$17.1K 0.02% 438
2023
Q3 		$482K Buy
8,270
+801
+11% +$46.5K 0.02% 408
2023
Q2 		$367K Buy
7,469
+1,071
+17% +$51.1K 0.02% 438
2023
Q1 		$314K Buy
6,398
+46
+0.7% +$2.44K 0.02% 460
2022
Q4 		$340K Buy
6,352
+357
+6% +$17.8K 0.02% 425
2022
Q3 		$215K Buy
5,995
+39
+0.7% +$1.41K 0.02% 486
2022
Q2 		$213K Buy
5,956
+367
+7% +$15.3K 0.02% 437
2022
Q1 		$232K Buy
+5,589
New +$219K 0.02% 392
2020
Q2 		– Sell
-11,176
Closed -$151K – 286
2020
Q1 		$151K Buy
11,176
+4,233
+61% +$122K 0.03% 240
2019
Q4 		$279K Buy
6,943
+1,110
+19% +$39.6K 0.04% 252
2019
Q3 		$200K Sell
5,833
-1,250
-18% -$45.7K 0.03% 288
2019
Q2 		$281K Sell
7,083
-1,866
-21% -$75.2K 0.05% 233
2019
Q1 		$388K Buy
8,949
+2,756
+45% +$119K 0.08% 205
2018
Q4 		$237K Buy
6,193
+1,295
+26% +$63.9K 0.05% 244
2018
Q3 		$298K Sell
4,898
-1,665
-25% -$107K 0.07% 212
2018
Q2 		$440K Buy
+6,563
New +$451K 0.12% 134

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

Dakota Wealth Management's SLB Position: Q2 2026 in Review

Dakota Wealth Management increased its SLB Ltd (SLB) stake by 47% in Q2 2026, buying an estimated $1.29M and bringing the position to 74,946 shares worth $3.49M. The position accounts for 0.07% of the portfolio, ranked #230.

Dakota Wealth Management first reported a position in SLB in Q2 2018 and has held it in 26 quarters since. 1,687 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Dakota Wealth Management held 74,946 shares of SLB Ltd worth $3.49M as of Q2 2026.
  • Dakota Wealth Management bought 24,070 SLB Ltd shares in Q2 2026, an estimated $1.29M.
  • SLB Ltd made up 0.07% of Dakota Wealth Management's portfolio in Q2 2026, its #230 holding.
  • Dakota Wealth Management first reported a position in SLB Ltd in Q2 2018 and has held it in 26 quarters since.
  • 1,687 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.