SWP
SLB icon

Sagespring Wealth Partners’s SLB Ltd SLB Stock Holding History

Sagespring Wealth 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 		$941K Buy
18,312
+2,981
+19% +$145K 0.02% 334
2025
Q4 		$588K Buy
15,331
+4,166
+37% +$151K 0.01% 431
2025
Q3 		$384K Buy
11,165
+922
+9% +$32.1K 0.01% 528
2025
Q2 		$346K Sell
10,243
-3,130
-23% -$109K 0.01% 534
2025
Q1 		$559K Buy
13,373
+3,825
+40% +$157K 0.01% 363
2024
Q4 		$366K Buy
+9,548
New +$401K 0.01% 420

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

Sagespring Wealth Partners's SLB Position: Q1 2026 in Review

Sagespring Wealth Partners increased its SLB Ltd (SLB) stake by 19% in Q1 2026, buying an estimated $145K and bringing the position to 18,312 shares worth $941K. The position accounts for 0.02% of the portfolio, ranked #334.

Sagespring Wealth Partners first reported a position in SLB in Q4 2024 and has held it in 6 quarters since. 1,683 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • Sagespring Wealth Partners held 18,312 shares of SLB Ltd worth $941K as of Q1 2026.
  • Sagespring Wealth Partners bought 2,981 SLB Ltd shares in Q1 2026, an estimated $145K.
  • SLB Ltd made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #334 holding.
  • Sagespring Wealth Partners first reported a position in SLB Ltd in Q4 2024 and has held it in 6 quarters since.
  • 1,683 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.