SRA
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Secured Retirement Advisors’s SLB Ltd SLB Stock Holding History

Secured Retirement 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 		$225K Sell
4,845
-463
-9% -$24.8K 0.12% 133
2026
Q1 		$273K Buy
+5,308
New +$258K 0.15% 122

Other funds holding SLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Secured Retirement Advisors's SLB Position: Q2 2026 in Review

Secured Retirement Advisors reduced its SLB Ltd (SLB) stake by 8.7% in Q2 2026, selling an estimated $24.8K and leaving 4,845 shares worth $225K. The position accounts for 0.12% of the portfolio, ranked #133.

Secured Retirement Advisors first reported a position in SLB in Q1 2026 and has held it in 2 quarters since. The position peaked at $273K in Q1 2026. 1,691 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Secured Retirement Advisors held 4,845 shares of SLB Ltd worth $225K as of Q2 2026.
  • Secured Retirement Advisors sold 463 SLB Ltd shares in Q2 2026, an estimated $24.8K.
  • SLB Ltd made up 0.12% of Secured Retirement Advisors's portfolio in Q2 2026, its #133 holding.
  • Secured Retirement Advisors first reported a position in SLB Ltd in Q1 2026 and has held it in 2 quarters since.
  • Secured Retirement Advisors's SLB Ltd position peaked at $273K in Q1 2026.
  • 1,691 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.