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PlanVest Financial’s SLB Ltd SLB Stock Holding History

PlanVest Financial’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 		$14.4K Buy
309
+1
+0.3% +$54 0.01% 377
2026
Q1 		$15.8K Buy
+308
New +$14.9K 0.01% 340

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

PlanVest Financial's SLB Position: Q2 2026 in Review

PlanVest Financial increased its SLB Ltd (SLB) stake by 0.32% in Q2 2026, buying an estimated $54 and bringing the position to 309 shares worth $14.4K. The position accounts for 0.01% of the portfolio, ranked #377.

PlanVest Financial first reported a position in SLB in Q1 2026 and has held it in 2 quarters since. The position peaked at $15.8K in Q1 2026. 1,660 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • PlanVest Financial held 309 shares of SLB Ltd worth $14.4K as of Q2 2026.
  • PlanVest Financial bought 1 SLB Ltd share in Q2 2026, an estimated $54.
  • SLB Ltd made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #377 holding.
  • PlanVest Financial first reported a position in SLB Ltd in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's SLB Ltd position peaked at $15.8K in Q1 2026.
  • 1,660 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.