Roth Financial Partners’s SLB Ltd SLB Stock Holding History

Roth 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 Q2	$321K	Hold	6,900	–	–	0.1%	29
2026 Q1	$355K	Hold	6,900	–	–	0.12%	28
2025 Q4	$265K	Hold	6,900	–	–	0.09%	29
2025 Q3	$237K	Hold	6,900	–	–	0.08%	30
2025 Q2	$233K	Hold	6,900	–	–	0.08%	29
2025 Q1	$288K	Hold	6,900	–	–	0.11%	27
2024 Q4	$265K	Hold	6,900	–	–	0.11%	27
2024 Q3	$289K	Hold	6,900	–	–	0.12%	26
2024 Q2	$326K	Hold	6,900	–	–	0.14%	25
2024 Q1	$378K	Hold	6,900	–	–	0.17%	21
2023 Q4	$359K	Hold	6,900	–	–	0.18%	20
2023 Q3	$402K	Hold	6,900	–	–	0.25%	17
2023 Q2	$339K	Hold	6,900	–	–	0.21%	16
2023 Q1	$339K	Hold	6,900	–	–	0.23%	18
2022 Q4	$369K	Hold	6,900	–	–	0.27%	17
2022 Q3	$248K	Hold	6,900	–	–	0.2%	22
2022 Q2	$247K	Hold	6,900	–	–	0.2%	20
2022 Q1	$285K	Hold	6,900	–	–	0.21%	19
2021 Q4	$207K	Hold	6,900	–	–	0.15%	22
2021 Q3	$205K	Hold	6,900	–	–	0.16%	22
2021 Q2	$221K	Buy	+6,900	New	+$212K	0.17%	20

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

Roth Financial Partners's SLB Position: Q2 2026 in Review

Roth Financial Partners held its SLB Ltd (SLB) position steady in Q2 2026 at 6,900 shares worth $321K. The position accounts for 0.1% of the portfolio, ranked #29.

Roth Financial Partners first reported a position in SLB in Q2 2021 and has held it in 21 quarters since. The position peaked at $402K in Q3 2023. 1,692 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

Roth Financial Partners held 6,900 shares of SLB Ltd worth $321K as of Q2 2026.
Roth Financial Partners left its SLB Ltd share count unchanged in Q2 2026.
SLB Ltd made up 0.1% of Roth Financial Partners's portfolio in Q2 2026, its #29 holding.
Roth Financial Partners first reported a position in SLB Ltd in Q2 2021 and has held it in 21 quarters since.
Roth Financial Partners's SLB Ltd position peaked at $402K in Q3 2023.
1,692 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Roth Financial Partners's 13F filing for Q2 2026, filed 14 Jul 2026.