Heartwood Wealth Advisors’s SLB Ltd SLB Stock Holding History

Heartwood Wealth 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
2025 Q4	–	Sell	-36	Closed	-$1.24K	–	531
2025 Q3	$1.24K	Buy	+36	New	+$1.25K	﹤0.01%	538

Other funds holding SLB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Heartwood Wealth Advisors's SLB Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of SLB Ltd (SLB) in Q4 2025, closing a stake of 36 shares — an estimated $1.24K sold.

Heartwood Wealth Advisors first reported a position in SLB in Q3 2025 and held it in 1 quarter. The position peaked at $1.24K in Q3 2025. 1,564 funds tracked by Wall St. Rank hold SLB as of Q4 2025.

Heartwood Wealth Advisors reported no remaining SLB Ltd position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 36 SLB Ltd shares in Q4 2025, an estimated $1.24K.
Heartwood Wealth Advisors first reported a position in SLB Ltd in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's SLB Ltd position peaked at $1.24K in Q3 2025.
1,564 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.