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Physician Wealth Advisors’s SLB Ltd SLB Stock Holding History

Physician 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
Q2 		$111K Sell
2,393
-13
-0.5% -$697 0.01% 295
2026
Q1 		$124K Buy
2,406
+53
+2% +$2.57K 0.02% 247
2025
Q4 		$90.3K Buy
2,353
+62
+3% +$2.25K 0.01% 291
2025
Q3 		$78.7K Buy
2,291
+71
+3% +$2.47K 0.01% 304
2025
Q2 		$75K Sell
2,220
-32
-1% -$1.11K 0.01% 294
2025
Q1 		$94.1K Hold
2,252
– – 0.02% 264
2024
Q4 		$86.3K Buy
+2,252
New +$94.5K 0.01% 274

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 $3.37T AUM 44.26% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Physician Wealth Advisors's SLB Position: Q2 2026 in Review

Physician Wealth Advisors reduced its SLB Ltd (SLB) stake by 0.54% in Q2 2026, selling an estimated $697 and leaving 2,393 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #295.

Physician Wealth Advisors first reported a position in SLB in Q4 2024 and has held it in 7 quarters since. The position peaked at $124K in Q1 2026. 1,695 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Physician Wealth Advisors held 2,393 shares of SLB Ltd worth $111K as of Q2 2026.
  • Physician Wealth Advisors sold 13 SLB Ltd shares in Q2 2026, an estimated $697.
  • SLB Ltd made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #295 holding.
  • Physician Wealth Advisors first reported a position in SLB Ltd in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's SLB Ltd position peaked at $124K in Q1 2026.
  • 1,695 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.