Roxbury Financial’s SLB Ltd SLB Stock Holding History

Roxbury Financial’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
2025 Q2	–	Sell	-517	Closed	-$21.5K	–	378
2025 Q1	$21.5K	Buy	517 +4	+0.8%	+$164	0.02%	239
2024 Q4	$22.6K	Buy	+513	New	+$21.5K	0.02%	236

Other funds holding SLB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Roxbury Financial's SLB Position: Q2 2025 in Review

Roxbury Financial sold out of SLB Ltd (SLB) in Q2 2025, closing a stake of 517 shares — an estimated $21.5K sold.

Roxbury Financial first reported a position in SLB in Q4 2024 and held it in 2 quarters. The position peaked at $22.6K in Q4 2024. 1,467 funds tracked by Wall St. Rank hold SLB as of Q2 2025.

Roxbury Financial reported no remaining SLB Ltd position as of Q2 2025 after selling out during the quarter.
Roxbury Financial sold 517 SLB Ltd shares in Q2 2025, an estimated $21.5K.
Roxbury Financial first reported a position in SLB Ltd in Q4 2024 and held it in 2 quarters.
Roxbury Financial's SLB Ltd position peaked at $22.6K in Q4 2024.
1,467 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2025.

Based on Roxbury Financial's 13F filing for Q2 2025, filed 7 Jul 2025.