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NewEdge Wealth’s SLB Ltd SLB Stock Holding History

NewEdge Wealth’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 		$589K Sell
11,462
-4,592
-29% -$223K 0.01% 766
2025
Q4 		$616K Buy
16,054
+9,207
+134% +$334K 0.01% 761
2025
Q3 		$250K Sell
6,847
-20,735
-75% -$722K ﹤0.01% 927
2025
Q2 		$904K Sell
27,582
-1,735
-6% -$60.2K 0.01% 559
2025
Q1 		$1.23M Buy
29,317
+5,617
+24% +$230K 0.02% 440
2024
Q4 		$909K Buy
23,700
+2,107
+10% +$88.5K 0.02% 508
2024
Q3 		$906K Buy
+21,593
New +$961K 0.02% 487
2024
Q1 		– Sell
-22,225
Closed -$1.16M – 845
2023
Q4 		$1.16M Sell
22,225
-1,800
-7% -$97.8K 0.03% 375
2023
Q3 		$1.4M Sell
24,025
-5,193
-18% -$301K 0.04% 308
2023
Q2 		$1.44M Buy
+29,218
New +$1.39M 0.05% 306
2023
Q1 		– Sell
-5,995
Closed -$320K – 638
2022
Q4 		$320K Buy
+5,995
New +$299K 0.01% 436
2021
Q3 		– Sell
-6,747
Closed -$216K – 296
2021
Q2 		$216K Buy
+6,747
New +$207K 0.02% 266

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

NewEdge Wealth's SLB Position: Q1 2026 in Review

NewEdge Wealth reduced its SLB Ltd (SLB) stake by 29% in Q1 2026, selling an estimated $223K and leaving 11,462 shares worth $589K. The position accounts for 0.01% of the portfolio, ranked #766.

NewEdge Wealth first reported a position in SLB in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.44M in Q2 2023. 1,681 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • NewEdge Wealth held 11,462 shares of SLB Ltd worth $589K as of Q1 2026.
  • NewEdge Wealth sold 4,592 SLB Ltd shares in Q1 2026, an estimated $223K.
  • SLB Ltd made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #766 holding.
  • NewEdge Wealth first reported a position in SLB Ltd in Q2 2021 and has held it in 12 quarters since.
  • NewEdge Wealth's SLB Ltd position peaked at $1.44M in Q2 2023.
  • 1,681 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.