Prevail Innovative Wealth Advisors’s SLB Ltd SLB Stock Holding History

Prevail Innovative 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	$242K	Buy	5,214 +164	+3%	+$8.79K	0.04%	179
2026 Q1	$260K	Buy	+5,050	New	+$245K	0.04%	162
2025 Q2	–	Sell	-188,482	Closed	-$7.88M	–	223
2025 Q1	$7.88M	Buy	188,482 +24,950	+15%	+$1.02M	2.1%	5
2024 Q4	$6.27M	Buy	163,532 +93,541	+134%	+$3.93M	1.82%	11
2024 Q3	$2.94M	Buy	69,991 +8,862	+14%	+$395K	0.89%	41
2024 Q2	$2.88M	Buy	+61,129	New	+$2.95M	1.02%	33

Other funds holding SLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Prevail Innovative Wealth Advisors's SLB Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its SLB Ltd (SLB) stake by 3.2% in Q2 2026, buying an estimated $8.79K and bringing the position to 5,214 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #179.

Prevail Innovative Wealth Advisors first reported a position in SLB in Q2 2024 and has held it in 6 quarters since. The position peaked at $7.88M in Q1 2025. 1,691 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

Prevail Innovative Wealth Advisors held 5,214 shares of SLB Ltd worth $242K as of Q2 2026.
Prevail Innovative Wealth Advisors bought 164 SLB Ltd shares in Q2 2026, an estimated $8.79K.
SLB Ltd made up 0.04% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #179 holding.
Prevail Innovative Wealth Advisors first reported a position in SLB Ltd in Q2 2024 and has held it in 6 quarters since.
Prevail Innovative Wealth Advisors's SLB Ltd position peaked at $7.88M in Q1 2025.
1,691 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

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