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Principia Wealth Advisory’s SLB Ltd SLB Stock Holding History

Principia Wealth Advisory’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 		$16.7K Buy
359
+22
+7% +$1.18K 0.01% 190
2026
Q1 		$17.3K Buy
337
+9
+3% +$437 0.01% 169
2025
Q4 		$12.6K Sell
328
-4
-1% -$145 0.01% 178
2025
Q3 		$11.4K Sell
332
-19
-5% -$661 0.01% 189
2025
Q2 		$11.9K Buy
351
+4
+1% +$139 0.01% 157
2025
Q1 		$12.5K Buy
347
+50
+17% +$2.05K 0.01% 123
2024
Q4 		$11.4K Buy
+297
New +$12.5K 0.01% 123

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

Principia Wealth Advisory's SLB Position: Q2 2026 in Review

Principia Wealth Advisory increased its SLB Ltd (SLB) stake by 6.5% in Q2 2026, buying an estimated $1.18K and bringing the position to 359 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #190.

Principia Wealth Advisory first reported a position in SLB in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.3K in Q1 2026. 1,692 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Principia Wealth Advisory held 359 shares of SLB Ltd worth $16.7K as of Q2 2026.
  • Principia Wealth Advisory bought 22 SLB Ltd shares in Q2 2026, an estimated $1.18K.
  • SLB Ltd made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #190 holding.
  • Principia Wealth Advisory first reported a position in SLB Ltd in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's SLB Ltd position peaked at $17.3K in Q1 2026.
  • 1,692 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.