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Everhart Financial Group’s SLB Ltd SLB Stock Holding History

Everhart 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 		$890K Sell
19,154
-647
-3% -$34.7K 0.06% 197
2026
Q1 		$1.02M Buy
19,801
+3,374
+21% +$164K 0.09% 167
2025
Q4 		$630K Buy
16,427
+2,618
+19% +$94.9K 0.06% 230
2025
Q3 		$475K Buy
13,809
+3,802
+38% +$132K 0.05% 255
2025
Q2 		$338K Buy
10,007
+3,403
+52% +$118K 0.04% 276
2025
Q1 		$276K Buy
+6,604
New +$271K 0.04% 285
2024
Q4 		– Sell
-6,570
Closed -$276K – 326
2024
Q3 		$276K Sell
6,570
-2,053
-24% -$91.4K 0.06% 272
2024
Q2 		$407K Buy
8,623
+131
+2% +$6.32K 0.11% 190
2024
Q1 		$465K Buy
8,492
+1,418
+20% +$71.5K 0.14% 156
2023
Q4 		$368K Sell
7,074
-76
-1% -$4.13K 0.13% 146
2023
Q3 		$417K Buy
7,150
+834
+13% +$48.4K 0.18% 110
2023
Q2 		$310K Buy
6,316
+547
+9% +$26.1K 0.13% 155
2023
Q1 		$283K Buy
5,769
+1,283
+29% +$68.1K 0.13% 145
2022
Q4 		$240K Buy
+4,486
New +$223K 0.12% 149

Other funds holding SLB

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DKAM
Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return

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

Everhart Financial Group reduced its SLB Ltd (SLB) stake by 3.3% in Q2 2026, selling an estimated $34.7K and leaving 19,154 shares worth $890K. The position accounts for 0.06% of the portfolio, ranked #197.

Everhart Financial Group first reported a position in SLB in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.02M in Q1 2026. 301 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Everhart Financial Group held 19,154 shares of SLB Ltd worth $890K as of Q2 2026.
  • Everhart Financial Group sold 647 SLB Ltd shares in Q2 2026, an estimated $34.7K.
  • SLB Ltd made up 0.06% of Everhart Financial Group's portfolio in Q2 2026, its #197 holding.
  • Everhart Financial Group first reported a position in SLB Ltd in Q4 2022 and has held it in 14 quarters since.
  • Everhart Financial Group's SLB Ltd position peaked at $1.02M in Q1 2026.
  • 301 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.