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Ethos Financial Group’s SLB Ltd SLB Stock Holding History

Ethos Financial Group’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 		$227K Sell
4,640
-1,353
-23% -$72.5K 0.02% 542
2026
Q1 		$309K Buy
+5,993
New +$291K 0.02% 400
2025
Q1 		– Sell
-1,819
Closed -$70.3K – 492
2024
Q4 		$70.3K Buy
+1,819
New +$76.4K 0.01% 335

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

Ethos Financial Group's SLB Position: Q2 2026 in Review

Ethos Financial Group reduced its SLB Ltd (SLB) stake by 23% in Q2 2026, selling an estimated $72.5K and leaving 4,640 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #542.

Ethos Financial Group first reported a position in SLB in Q4 2024 and has held it in 3 quarters since. The position peaked at $309K in Q1 2026. 1,691 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Ethos Financial Group held 4,640 shares of SLB Ltd worth $227K as of Q2 2026.
  • Ethos Financial Group sold 1,353 SLB Ltd shares in Q2 2026, an estimated $72.5K.
  • SLB Ltd made up 0.02% of Ethos Financial Group's portfolio in Q2 2026, its #542 holding.
  • Ethos Financial Group first reported a position in SLB Ltd in Q4 2024 and has held it in 3 quarters since.
  • Ethos Financial Group's SLB Ltd position peaked at $309K in Q1 2026.
  • 1,691 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.