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Evolve Private Wealth’s SLB Ltd SLB Stock Holding History

Evolve 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 		$227K Sell
4,860
-7,931
-62% -$425K 0.01% 878
2026
Q1 		$657K Buy
12,791
+2,100
+20% +$102K 0.04% 460
2025
Q4 		$413K Buy
+10,691
New +$388K 0.02% 609

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

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

Evolve Private Wealth reduced its SLB Ltd (SLB) stake by 62% in Q2 2026, selling an estimated $425K and leaving 4,860 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #878.

Evolve Private Wealth first reported a position in SLB in Q4 2025 and has held it in 3 quarters since. The position peaked at $657K in Q1 2026. 1,691 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Evolve Private Wealth held 4,860 shares of SLB Ltd worth $227K as of Q2 2026.
  • Evolve Private Wealth sold 7,931 SLB Ltd shares in Q2 2026, an estimated $425K.
  • SLB Ltd made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #878 holding.
  • Evolve Private Wealth first reported a position in SLB Ltd in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's SLB Ltd position peaked at $657K in Q1 2026.
  • 1,691 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.