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Simplicity Wealth’s SLB Ltd SLB Stock Holding History

Simplicity Wealth’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 		$423K Buy
9,095
+3,904
+75% +$209K 0.01% 706
2026
Q1 		$267K Buy
+5,191
New +$252K 0.02% 632
2024
Q3 		– Sell
-32,653
Closed -$1.54M – 1083
2024
Q2 		$1.54M Sell
32,653
-2,483
-7% -$120K 0.03% 410
2024
Q1 		$1.93M Buy
+35,136
New +$1.77M 0.05% 356

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

Simplicity Wealth's SLB Position: Q2 2026 in Review

Simplicity Wealth increased its SLB Ltd (SLB) stake by 75% in Q2 2026, buying an estimated $209K and bringing the position to 9,095 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #706.

Simplicity Wealth first reported a position in SLB in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.93M in Q1 2024. 1,692 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Simplicity Wealth held 9,095 shares of SLB Ltd worth $423K as of Q2 2026.
  • Simplicity Wealth bought 3,904 SLB Ltd shares in Q2 2026, an estimated $209K.
  • SLB Ltd made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #706 holding.
  • Simplicity Wealth first reported a position in SLB Ltd in Q1 2024 and has held it in 4 quarters since.
  • Simplicity Wealth's SLB Ltd position peaked at $1.93M in Q1 2024.
  • 1,692 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.