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Opal Wealth Advisors’s SLB Ltd SLB Stock Holding History

Opal Wealth Advisors’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 		$21.5K Buy
+419
New +$20.3K ﹤0.01% 587
2025
Q3 		– Sell
-931
Closed -$31.5K – 485
2025
Q2 		$31.5K Sell
931
-2,341
-72% -$81.2K 0.01% 460
2025
Q1 		$137K Buy
+3,272
New +$134K 0.04% 231
2024
Q3 		– Sell
-1,988
Closed -$93.8K – 1002
2024
Q2 		$93.8K Buy
+1,988
New +$96K 0.03% 280

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

Opal Wealth Advisors's SLB Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in SLB Ltd (SLB) in Q1 2026: 419 shares worth $21.5K. The stake represents ﹤0.01% of the portfolio and ranks #587 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in SLB as recently as Q2 2025.

Opal Wealth Advisors first reported a position in SLB in Q2 2024 and has held it in 4 quarters since. The position peaked at $137K in Q1 2025. 1,680 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • Opal Wealth Advisors held 419 shares of SLB Ltd worth $21.5K as of Q1 2026.
  • SLB Ltd was a new Opal Wealth Advisors position in Q1 2026.
  • SLB Ltd made up ﹤0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #587 holding.
  • Opal Wealth Advisors first reported a position in SLB Ltd in Q2 2024 and has held it in 4 quarters since.
  • Opal Wealth Advisors's SLB Ltd position peaked at $137K in Q1 2025.
  • 1,680 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.