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Quantum Financial Advisors’s SLB Ltd SLB Stock Holding History

Quantum Financial 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 		– Sell
-3,982
Closed -$205K – 260
2026
Q1 		$205K Buy
+3,982
New +$193K 0.02% 227
2024
Q4 		– Sell
-4,832
Closed -$203K – 207
2024
Q3 		$203K Buy
+4,832
New +$215K 0.03% 183
2024
Q2 		– Sell
-3,832
Closed -$210K – 178
2024
Q1 		$210K Buy
+3,832
New +$193K 0.04% 164
2023
Q4 		– Sell
-3,832
Closed -$223K – 132
2023
Q3 		$223K Buy
+3,832
New +$222K 0.07% 102
2023
Q1 		– Sell
-3,832
Closed -$205K – 99
2022
Q4 		$205K Buy
+3,832
New +$191K 0.09% 87

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

Quantum Financial Advisors's SLB Position: Q2 2026 in Review

Quantum Financial Advisors sold out of SLB Ltd (SLB) in Q2 2026, closing a stake of 3,982 shares — an estimated $205K sold.

Quantum Financial Advisors first reported a position in SLB in Q4 2022 and held it in 5 quarters. The position peaked at $223K in Q3 2023. 1,687 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Quantum Financial Advisors reported no remaining SLB Ltd position as of Q2 2026 after selling out during the quarter.
  • Quantum Financial Advisors sold 3,982 SLB Ltd shares in Q2 2026, an estimated $205K.
  • Quantum Financial Advisors first reported a position in SLB Ltd in Q4 2022 and held it in 5 quarters.
  • Quantum Financial Advisors's SLB Ltd position peaked at $223K in Q3 2023.
  • 1,687 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.