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Root Financial Partners’s SLB Ltd SLB Stock Holding History

Root Financial Partners’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
Q1 		$91.6K Buy
1,782
+540
+43% +$26.2K ﹤0.01% 601
2025
Q4 		$47.7K Buy
1,242
+407
+49% +$14.8K ﹤0.01% 737
2025
Q3 		$28.7K Buy
+835
New +$29.1K ﹤0.01% 919

Other funds holding SLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Root Financial Partners's SLB Position: Q1 2026 in Review

Root Financial Partners increased its SLB Ltd (SLB) stake by 43% in Q1 2026, buying an estimated $26.2K and bringing the position to 1,782 shares worth $91.6K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Root Financial Partners first reported a position in SLB in Q3 2025 and has held it in 3 quarters since. 1,683 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • Root Financial Partners held 1,782 shares of SLB Ltd worth $91.6K as of Q1 2026.
  • Root Financial Partners bought 540 SLB Ltd shares in Q1 2026, an estimated $26.2K.
  • SLB Ltd made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #601 holding.
  • Root Financial Partners first reported a position in SLB Ltd in Q3 2025 and has held it in 3 quarters since.
  • 1,683 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.