Forteris Wealth Management’s SLB Ltd SLB Stock Holding History

Forteris Wealth Management’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 Q1	–	Sell	-5,800	Closed	-$223K	–	72
2025 Q4	$223K	Buy	+5,800	New	+$210K	0.22%	64

Other funds holding SLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Forteris Wealth Management's SLB Position: Q1 2026 in Review

Forteris Wealth Management sold out of SLB Ltd (SLB) in Q1 2026, closing a stake of 5,800 shares — an estimated $223K sold.

Forteris Wealth Management first reported a position in SLB in Q4 2025 and held it in 1 quarter. The position peaked at $223K in Q4 2025. 1,689 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

Forteris Wealth Management reported no remaining SLB Ltd position as of Q1 2026 after selling out during the quarter.
Forteris Wealth Management sold 5,800 SLB Ltd shares in Q1 2026, an estimated $223K.
Forteris Wealth Management first reported a position in SLB Ltd in Q4 2025 and held it in 1 quarter.
Forteris Wealth Management's SLB Ltd position peaked at $223K in Q4 2025.
1,689 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Forteris Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.