HFP
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Holistic Financial Partners's SLB Position: Q1 2026 in Review

Holistic Financial Partners opened a new position in SLB Ltd (SLB) in Q1 2026: 4,549 shares worth $234K. The stake represents 0.09% of the portfolio and ranks #125 among its holdings. This is a return to the name: Holistic Financial Partners previously reported a position in SLB as recently as Q3 2025.

Holistic Financial Partners first reported a position in SLB in Q4 2017 and has held it in 17 quarters since. The position peaked at $345K in Q4 2022. 1,680 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • Holistic Financial Partners held 4,549 shares of SLB Ltd worth $234K as of Q1 2026.
  • SLB Ltd was a new Holistic Financial Partners position in Q1 2026.
  • SLB Ltd made up 0.09% of Holistic Financial Partners's portfolio in Q1 2026, its #125 holding.
  • Holistic Financial Partners first reported a position in SLB Ltd in Q4 2017 and has held it in 17 quarters since.
  • Holistic Financial Partners's SLB Ltd position peaked at $345K in Q4 2022.
  • 1,680 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Holistic Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.