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Holistic Financial Partners’s SLB Ltd SLB Stock Holding History

Holistic Financial Partners’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 		– Sell
-4,549
Closed -$234K – 143
2026
Q1 		$234K Buy
+4,549
New +$221K 0.09% 125
2025
Q4 		– Sell
-7,825
Closed -$269K – 145
2025
Q3 		$269K Buy
7,825
+1,368
+21% +$47.6K 0.11% 109
2025
Q2 		$218K Sell
6,457
-218
-3% -$7.56K 0.1% 115
2025
Q1 		$279K Buy
6,675
+104
+2% +$4.26K 0.13% 88
2024
Q4 		$252K Sell
6,571
-5
-0.1% -$210 0.13% 99
2024
Q3 		$276K Buy
6,576
+65
+1% +$2.89K 0.13% 91
2024
Q2 		$307K Buy
6,511
+446
+7% +$21.5K 0.15% 75
2024
Q1 		$332K Buy
6,065
+882
+17% +$44.5K 0.17% 74
2023
Q4 		$270K Sell
5,183
-737
-12% -$40.1K 0.16% 83
2023
Q3 		$345K Sell
5,920
-839
-12% -$48.7K 0.23% 59
2023
Q2 		$332K Buy
6,759
+302
+5% +$14.4K 0.23% 62
2023
Q1 		$317K Sell
6,457
-1
-0% -$53 0.25% 67
2022
Q4 		$345K Buy
6,458
+252
+4% +$12.5K 0.31% 55
2022
Q3 		$223K Buy
+6,206
New +$225K 0.22% 76
2018
Q4 		– Sell
-4,056
Closed -$247K – 80
2018
Q3 		$247K Buy
+4,056
New +$261K 0.23% 59
2018
Q2 		– Sell
-4,056
Closed -$263K – 309
2018
Q1 		$263K Hold
4,056
– – 0.22% 51
2017
Q4 		$273K Buy
+4,056
New +$263K 0.22% 47

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

Holistic Financial Partners's SLB Position: Q2 2026 in Review

Holistic Financial Partners sold out of SLB Ltd (SLB) in Q2 2026, closing a stake of 4,549 shares — an estimated $234K sold.

Holistic Financial Partners first reported a position in SLB in Q4 2017 and held it in 17 quarters. The position peaked at $345K in Q4 2022. 1,695 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Holistic Financial Partners reported no remaining SLB Ltd position as of Q2 2026 after selling out during the quarter.
  • Holistic Financial Partners sold 4,549 SLB Ltd shares in Q2 2026, an estimated $234K.
  • Holistic Financial Partners first reported a position in SLB Ltd in Q4 2017 and held it in 17 quarters.
  • Holistic Financial Partners's SLB Ltd position peaked at $345K in Q4 2022.
  • 1,695 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.