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Kaizen Financial Strategies’s SLB Ltd SLB Stock Holding History

Kaizen Financial Strategies’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
Q2 		– Sell
-5,314
Closed -$222K – 155
2025
Q1 		$222K Sell
5,314
-186
-3% -$7.62K 0.13% 123
2024
Q4 		$211K Buy
+5,500
New +$231K 0.12% 124

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Kaizen Financial Strategies's SLB Position: Q2 2025 in Review

Kaizen Financial Strategies sold out of SLB Ltd (SLB) in Q2 2025, closing a stake of 5,314 shares — an estimated $222K sold.

Kaizen Financial Strategies first reported a position in SLB in Q4 2024 and held it in 2 quarters. The position peaked at $222K in Q1 2025. 1,467 funds tracked by Wall St. Rank hold SLB as of Q2 2025.

  • Kaizen Financial Strategies reported no remaining SLB Ltd position as of Q2 2025 after selling out during the quarter.
  • Kaizen Financial Strategies sold 5,314 SLB Ltd shares in Q2 2025, an estimated $222K.
  • Kaizen Financial Strategies first reported a position in SLB Ltd in Q4 2024 and held it in 2 quarters.
  • Kaizen Financial Strategies's SLB Ltd position peaked at $222K in Q1 2025.
  • 1,467 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2025.

Based on Kaizen Financial Strategies's 13F filing for Q2 2025, filed 8 Aug 2025.