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Elevated Private Wealth’s SLB Ltd SLB Stock Holding History

Elevated Private Wealth’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 		$734K Buy
+15,783
New +$846K 0.69% 52
2025
Q4 		$1.04M Buy
+26,994
New +$979K 1.07% 45

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

Elevated Private Wealth's SLB Position: Q2 2026 in Review

Elevated Private Wealth opened a new position in SLB Ltd (SLB) in Q2 2026: 15,783 shares worth $734K. The stake represents 0.69% of the portfolio and ranks #52 among its holdings. This is a return to the name: Elevated Private Wealth previously reported a position in SLB as recently as Q4 2025.

Elevated Private Wealth first reported a position in SLB in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.04M in Q4 2025. 1,692 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Elevated Private Wealth held 15,783 shares of SLB Ltd worth $734K as of Q2 2026.
  • SLB Ltd was a new Elevated Private Wealth position in Q2 2026.
  • SLB Ltd made up 0.69% of Elevated Private Wealth's portfolio in Q2 2026, its #52 holding.
  • Elevated Private Wealth first reported a position in SLB Ltd in Q4 2025 and has held it in 2 quarters since.
  • Elevated Private Wealth's SLB Ltd position peaked at $1.04M in Q4 2025.
  • 1,692 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Elevated Private Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.