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Dynasty Wealth Management’s SLB Ltd SLB Stock Holding History

Dynasty 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 		$1.98M Buy
42,656
+12,760
+43% +$684K 0.01% 133
2026
Q1 		$1.54M Buy
29,896
+930
+3% +$45.1K 0.01% 144
2025
Q4 		$1.11M Buy
28,966
+4,705
+19% +$171K 0.01% 177
2025
Q3 		$834K Sell
24,261
-23,804
-50% -$828K 0.01% 179
2025
Q2 		$1.62M Buy
48,065
+8,407
+21% +$292K 0.03% 102
2025
Q1 		$1.66M Buy
39,658
+21,760
+122% +$892K 0.03% 109
2024
Q4 		$686K Sell
17,898
-15,394
-46% -$646K 0.01% 178
2024
Q3 		$1.4M Buy
33,292
+7,179
+27% +$320K 0.04% 104
2024
Q2 		$1.23M Buy
26,113
+3,361
+15% +$162K 0.04% 116
2024
Q1 		$1.25M Buy
+22,752
New +$1.15M 0.04% 108

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

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

Dynasty Wealth Management increased its SLB Ltd (SLB) stake by 43% in Q2 2026, buying an estimated $684K and bringing the position to 42,656 shares worth $1.98M. The position accounts for 0.01% of the portfolio, ranked #133.

Dynasty Wealth Management first reported a position in SLB in Q1 2024 and has held it in 10 quarters since. 1,692 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Dynasty Wealth Management held 42,656 shares of SLB Ltd worth $1.98M as of Q2 2026.
  • Dynasty Wealth Management bought 12,760 SLB Ltd shares in Q2 2026, an estimated $684K.
  • SLB Ltd made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Dynasty Wealth Management first reported a position in SLB Ltd in Q1 2024 and has held it in 10 quarters since.
  • 1,692 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

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