San Luis Wealth Advisors’s SLB Ltd SLB Stock Holding History

San Luis Wealth 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	$628K	Buy	13,500 +129	+1%	+$6.91K	0.09%	125
2026 Q1	$687K	Buy	13,371 +82	+0.6%	+$3.98K	0.11%	110
2025 Q4	$510K	Buy	13,289 +138	+1%	+$5K	0.09%	126
2025 Q3	$452K	Buy	13,151 +164	+1%	+$5.71K	0.08%	131
2025 Q2	$439K	Sell	12,987 -358	-3%	-$12.4K	0.09%	106
2025 Q1	$558K	Sell	13,345 -616	-4%	-$25.2K	0.13%	86
2024 Q4	$535K	Sell	13,961 -80	-0.6%	-$3.36K	0.1%	94
2024 Q3	$589K	Buy	14,041 +45	+0.3%	+$2K	0.12%	88
2024 Q2	$660K	Buy	+13,996	New	+$676K	0.16%	60
2023 Q3	–	Sell	-18,324	Closed	-$900K	–	146
2023 Q2	$900K	Sell	18,324 -1,413	-7%	-$67.4K	0.32%	75
2023 Q1	$969K	Buy	+19,737	New	+$1.05M	0.37%	73
2022 Q2	–	Sell	-27,778	Closed	-$832K	–	365
2022 Q1	$832K	Buy	+27,778	New	+$1.09M	0.41%	57
2021 Q4	–	Sell	-31,460	Closed	-$932K	–	147
2021 Q3	$932K	Buy	+31,460	New	+$901K	0.52%	56
2020 Q4	$1.84M	Buy	+84,245	New	+$1.59M	1.19%	24

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

San Luis Wealth Advisors's SLB Position: Q2 2026 in Review

San Luis Wealth Advisors increased its SLB Ltd (SLB) stake by 0.96% in Q2 2026, buying an estimated $6.91K and bringing the position to 13,500 shares worth $628K. The position accounts for 0.09% of the portfolio, ranked #125.

San Luis Wealth Advisors first reported a position in SLB in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.84M in Q4 2020. 1,691 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

San Luis Wealth Advisors held 13,500 shares of SLB Ltd worth $628K as of Q2 2026.
San Luis Wealth Advisors bought 129 SLB Ltd shares in Q2 2026, an estimated $6.91K.
SLB Ltd made up 0.09% of San Luis Wealth Advisors's portfolio in Q2 2026, its #125 holding.
San Luis Wealth Advisors first reported a position in SLB Ltd in Q4 2020 and has held it in 14 quarters since.
San Luis Wealth Advisors's SLB Ltd position peaked at $1.84M in Q4 2020.
1,691 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.