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Foundations Investment Advisors’s SLB Ltd SLB Stock Holding History

Foundations Investment Advisors’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 		$358K Buy
7,692
+3,400
+79% +$182K ﹤0.01% 895
2026
Q1 		$221K Buy
+4,292
New +$208K ﹤0.01% 1068
2025
Q3 		– Sell
-6,633
Closed -$224K – 1090
2025
Q2 		$224K Sell
6,633
-10,621
-62% -$368K ﹤0.01% 848
2025
Q1 		$721K Buy
17,254
+8,306
+93% +$340K 0.01% 482
2024
Q4 		$343K Buy
8,948
+74
+0.8% +$3.11K 0.01% 626
2024
Q3 		$372K Buy
8,874
+409
+5% +$18.2K 0.01% 584
2024
Q2 		$399K Sell
8,465
-2,313
-21% -$112K 0.01% 546
2024
Q1 		$591K Sell
10,778
-803
-7% -$40.5K 0.02% 429
2023
Q4 		$567K Sell
11,581
-1,434
-11% -$77.9K 0.02% 413
2023
Q3 		$759K Buy
13,015
+2,974
+30% +$172K 0.02% 317
2023
Q2 		$493K Buy
10,041
+1,867
+23% +$89K 0.02% 365
2023
Q1 		$401K Buy
+8,174
New +$434K 0.01% 351
2022
Q4 		– Sell
-7,988
Closed -$287K – 460
2022
Q3 		$287K Buy
7,988
+45
+0.6% +$1.63K 0.01% 327
2022
Q2 		$260K Buy
7,943
+341
+4% +$14.2K 0.01% 326
2022
Q1 		$329K Buy
7,602
+176
+2% +$6.9K 0.01% 259
2021
Q4 		$271K Sell
7,426
-108
-1% -$3.4K 0.01% 297
2021
Q3 		$230K Buy
7,534
+119
+2% +$3.41K 0.01% 282
2021
Q2 		$231K Buy
7,415
+24
+0.3% +$737 0.01% 265
2021
Q1 		$202K Buy
+7,391
New +$195K 0.01% 214

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 $3.38T AUM 44.17% 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

Foundations Investment Advisors's SLB Position: Q2 2026 in Review

Foundations Investment Advisors increased its SLB Ltd (SLB) stake by 79% in Q2 2026, buying an estimated $182K and bringing the position to 7,692 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Foundations Investment Advisors first reported a position in SLB in Q1 2021 and has held it in 19 quarters since. The position peaked at $759K in Q3 2023. 1,703 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Foundations Investment Advisors held 7,692 shares of SLB Ltd worth $358K as of Q2 2026.
  • Foundations Investment Advisors bought 3,400 SLB Ltd shares in Q2 2026, an estimated $182K.
  • SLB Ltd made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #895 holding.
  • Foundations Investment Advisors first reported a position in SLB Ltd in Q1 2021 and has held it in 19 quarters since.
  • Foundations Investment Advisors's SLB Ltd position peaked at $759K in Q3 2023.
  • 1,703 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.