Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s SLB Ltd SLB Stock Holding History

Kovitz Investment Group 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 		$1.93M Sell
37,649
-1,165
-3% -$56.5K 0.04% 231
2025
Q4 		$1.49M Sell
38,814
-21,735
-36% -$788K 0.03% 272
2025
Q3 		$2.09M Sell
60,549
-7,333
-11% -$255K 0.01% 655
2025
Q2 		$2.3M Sell
67,882
-358
-0.5% -$12.4K 0.01% 603
2025
Q1 		$2.85M Buy
68,240
+2,844
+4% +$117K 0.01% 510
2024
Q4 		$2.51M Sell
65,396
-3,064
-4% -$129K 0.01% 532
2024
Q3 		$2.07M Sell
68,460
-520,895
-88% -$23.2M 0.01% 489
2024
Q2 		$27.8M Buy
+589,355
New +$28.4M 0.24% 73
2020
Q4 		– Sell
-14,023
Closed -$218K – 425
2020
Q3 		$218K Buy
+14,023
New +$261K 0.01% 381
2020
Q1 		– Sell
-118,412
Closed -$4.76M – 394
2019
Q4 		$4.76M Sell
118,412
-17,305
-13% -$618K 0.14% 106
2019
Q3 		$4.64M Sell
135,717
-26,526
-16% -$969K 0.15% 106
2019
Q2 		$6.45M Buy
162,243
+19,597
+14% +$790K 0.2% 78
2019
Q1 		$6.22M Buy
142,646
+54,634
+62% +$2.36M 0.2% 78
2018
Q4 		$3.17M Buy
88,012
+74,525
+553% +$3.68M 0.13% 114
2018
Q3 		$821K Sell
13,487
-4,289
-24% -$276K 0.04% 102
2018
Q2 		$1.19M Sell
17,776
-52,013
-75% -$3.57M 0.06% 83
2018
Q1 		$4.52M Sell
69,789
-111,167
-61% -$7.76M 0.22% 41
2017
Q4 		$12.2K Sell
180,956
-52,312
-22% -$3.39M 0.52% 37
2017
Q3 		$16.3M Buy
233,268
+4,036
+2% +$267K 0.81% 33
2017
Q2 		$15.1M Buy
229,232
+10,212
+5% +$732K 0.8% 31
2017
Q1 		$17.1M Buy
219,020
+30,372
+16% +$2.48M 0.94% 31
2016
Q4 		$15.8M Buy
188,648
+2,916
+2% +$239K 0.92% 31
2016
Q3 		$14.6M Buy
185,732
+1,850
+1% +$147K 0.9% 32
2016
Q2 		$11.9M Sell
183,882
-5,745
-3% -$440K 0.83% 32
2016
Q1 		$14M Buy
+189,627
New +$13.3M 0.83% 33

Other funds holding SLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Kovitz Investment Group Partners's SLB Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its SLB Ltd (SLB) stake by 3% in Q1 2026, selling an estimated $56.5K and leaving 37,649 shares worth $1.93M. The position accounts for 0.04% of the portfolio, ranked #231.

Kovitz Investment Group Partners first reported a position in SLB in Q1 2016 and has held it in 25 quarters since. The position peaked at $27.8M in Q2 2024. 1,689 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • Kovitz Investment Group Partners held 37,649 shares of SLB Ltd worth $1.93M as of Q1 2026.
  • Kovitz Investment Group Partners sold 1,165 SLB Ltd shares in Q1 2026, an estimated $56.5K.
  • SLB Ltd made up 0.04% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #231 holding.
  • Kovitz Investment Group Partners first reported a position in SLB Ltd in Q1 2016 and has held it in 25 quarters since.
  • Kovitz Investment Group Partners's SLB Ltd position peaked at $27.8M in Q2 2024.
  • 1,689 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.