IAGL
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Innovative Advisory Group, LLC’s SLB Ltd SLB Stock Holding History

Innovative Advisory Group, LLC’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 		– Sell
-513
Closed -$19.7K – 197
2025
Q4 		$19.7K Hold
513
– – 0.01% 102
2025
Q3 		$17.6K Hold
513
– – 0.01% 109
2025
Q2 		$17.4K Buy
513
+3
+0.6% +$104 0.01% 106
2025
Q1 		$21.3K Buy
510
+4
+0.8% +$164 0.02% 82
2024
Q4 		$19.4K Buy
+506
New +$21.2K 0.02% 84

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 $3.38T AUM 44.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Innovative Advisory Group, LLC's SLB Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of SLB Ltd (SLB) in Q1 2026, closing a stake of 513 shares — an estimated $19.7K sold.

Innovative Advisory Group, LLC first reported a position in SLB in Q4 2024 and held it in 5 quarters. The position peaked at $21.3K in Q1 2025. 1,701 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining SLB Ltd position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 513 SLB Ltd shares in Q1 2026, an estimated $19.7K.
  • Innovative Advisory Group, LLC first reported a position in SLB Ltd in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's SLB Ltd position peaked at $21.3K in Q1 2025.
  • 1,701 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.