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Elevation Wealth Partners’s SLB Ltd SLB Stock Holding History

Elevation 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 		$5.63K Hold
121
– – ﹤0.01% 985
2026
Q1 		$6.22K Buy
121
+57
+89% +$2.77K ﹤0.01% 644
2025
Q4 		$2.46K Buy
64
+29
+83% +$1.05K ﹤0.01% 761
2025
Q3 		$1.2K Buy
+35
New +$1.22K ﹤0.01% 727

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

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

Elevation Wealth Partners held its SLB Ltd (SLB) position steady in Q2 2026 at 121 shares worth $5.63K. The position accounts for ﹤0.01% of the portfolio, ranked #985.

Elevation Wealth Partners first reported a position in SLB in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.22K in Q1 2026. 1,691 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Elevation Wealth Partners held 121 shares of SLB Ltd worth $5.63K as of Q2 2026.
  • Elevation Wealth Partners left its SLB Ltd share count unchanged in Q2 2026.
  • SLB Ltd made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #985 holding.
  • Elevation Wealth Partners first reported a position in SLB Ltd in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's SLB Ltd position peaked at $6.22K in Q1 2026.
  • 1,691 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.