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QTR Family Wealth’s SLB Ltd SLB Stock Holding History

QTR Family Wealth’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 		$356K Buy
7,660
+176
+2% +$9.43K 0.12% 181
2026
Q1 		$385K Buy
7,484
+48
+0.6% +$2.33K 0.16% 147
2025
Q4 		$374K Sell
7,436
-2,333
-24% -$84.6K 0.16% 142
2025
Q3 		$336K Buy
9,769
+773
+9% +$26.9K 0.16% 140
2025
Q2 		$304K Buy
8,996
+131
+1% +$4.54K 0.19% 119
2025
Q1 		$371K Buy
+8,865
New +$363K 0.28% 95

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 $3.38T AUM 44.17% 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

QTR Family Wealth's SLB Position: Q2 2026 in Review

QTR Family Wealth increased its SLB Ltd (SLB) stake by 2.4% in Q2 2026, buying an estimated $9.43K and bringing the position to 7,660 shares worth $356K. The position accounts for 0.12% of the portfolio, ranked #181.

QTR Family Wealth first reported a position in SLB in Q1 2025 and has held it in 6 quarters since. The position peaked at $385K in Q1 2026. 1,703 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • QTR Family Wealth held 7,660 shares of SLB Ltd worth $356K as of Q2 2026.
  • QTR Family Wealth bought 176 SLB Ltd shares in Q2 2026, an estimated $9.43K.
  • SLB Ltd made up 0.12% of QTR Family Wealth's portfolio in Q2 2026, its #181 holding.
  • QTR Family Wealth first reported a position in SLB Ltd in Q1 2025 and has held it in 6 quarters since.
  • QTR Family Wealth's SLB Ltd position peaked at $385K in Q1 2026.
  • 1,703 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.