Forza Wealth Management’s SLB Ltd SLB Stock Holding History

Forza 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 Q3	$665K	Buy	13,644 +1,458	+12%	+$75.1K	0.19%	108
2026 Q2	$567K	Hold	12,186	–	–	0.17%	114
2026 Q1	$626K	Buy	12,186 +1,284	+12%	+$62.3K	0.22%	109
2025 Q4	$418K	Buy	10,902 +1,756	+19%	+$63.7K	0.15%	134
2025 Q3	$314K	Buy	9,146 +789	+9%	+$27.5K	0.12%	156
2025 Q2	$282K	Buy	8,357 +1,983	+31%	+$68.8K	0.12%	163
2025 Q1	$266K	Buy	6,374 +350	+6%	+$14.3K	0.12%	159
2024 Q4	$231K	Buy	6,024 +223	+4%	+$9.36K	0.11%	168
2024 Q3	$243K	Buy	+5,801	New	+$258K	0.11%	164
2024 Q2	–	Sell	-3,776	Closed	-$207K	–	175
2024 Q1	$207K	Buy	+3,776	New	+$190K	0.11%	164
2023 Q4	–	Sell	-3,776	Closed	-$220K	–	184
2023 Q3	$220K	Buy	+3,776	New	+$219K	0.11%	170
2023 Q1	–	Sell	-3,776	Closed	-$202K	–	179
2022 Q4	$202K	Buy	+3,776	New	+$188K	0.13%	139

Other funds holding SLB

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Forza Wealth Management's SLB Position: Q3 2026 in Review

Forza Wealth Management increased its SLB Ltd (SLB) stake by 12% in Q3 2026, buying an estimated $75.1K and bringing the position to 13,644 shares worth $665K. The position accounts for 0.19% of the portfolio, ranked #108.

Forza Wealth Management first reported a position in SLB in Q4 2022 and has held it in 12 quarters since. 339 funds tracked by Wall St. Rank hold SLB as of Q3 2026.

Forza Wealth Management held 13,644 shares of SLB Ltd worth $665K as of Q3 2026.
Forza Wealth Management bought 1,458 SLB Ltd shares in Q3 2026, an estimated $75.1K.
SLB Ltd made up 0.19% of Forza Wealth Management's portfolio in Q3 2026, its #108 holding.
Forza Wealth Management first reported a position in SLB Ltd in Q4 2022 and has held it in 12 quarters since.
339 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.