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Sax Wealth Advisors’s SLB Ltd SLB Stock Holding History

Sax 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 		$246K Buy
+4,780
New +$256K 0.01% 487
2024
Q4 		– Sell
-5,877
Closed -$247K – 336
2024
Q3 		$247K Sell
5,877
-1,288
-18% -$57.3K 0.02% 250
2024
Q2 		$338K Buy
+7,165
New +$346K 0.03% 192

Other funds holding SLB

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Sax Wealth Advisors's SLB Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in SLB Ltd (SLB) in Q2 2026: 4,780 shares worth $246K. The stake represents 0.01% of the portfolio and ranks #487 among its holdings. This is a return to the name: Sax Wealth Advisors previously reported a position in SLB as recently as Q3 2024.

Sax Wealth Advisors first reported a position in SLB in Q2 2024 and has held it in 3 quarters since. The position peaked at $338K in Q2 2024. 337 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Sax Wealth Advisors held 4,780 shares of SLB Ltd worth $246K as of Q2 2026.
  • SLB Ltd was a new Sax Wealth Advisors position in Q2 2026.
  • SLB Ltd made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #487 holding.
  • Sax Wealth Advisors first reported a position in SLB Ltd in Q2 2024 and has held it in 3 quarters since.
  • Sax Wealth Advisors's SLB Ltd position peaked at $338K in Q2 2024.
  • 337 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.