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SS&H Financial Advisors’s SLB Ltd SLB Stock Holding History

SS&H Financial 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 		$2.39M Buy
+51,436
New +$2.76M 0.61% 41
2025
Q4 		$1.99M Buy
51,886
+600
+1% +$21.8K 0.58% 44
2025
Q3 		$1.76M Sell
51,286
-5,400
-10% -$188K 0.54% 47
2025
Q2 		$1.92M Buy
56,686
+5,260
+10% +$182K 0.64% 42
2025
Q1 		$2.15M Buy
51,426
+9,135
+22% +$374K 0.8% 35
2024
Q4 		$1.62M Buy
42,291
+4,750
+13% +$199K 0.59% 45
2024
Q3 		$1.57M Buy
37,541
+5,100
+16% +$227K 0.57% 45
2024
Q2 		$1.53M Buy
32,441
+23,900
+280% +$1.15M 0.6% 43
2024
Q1 		$468K Buy
8,541
+490
+6% +$24.7K 0.19% 88
2023
Q4 		$419K Hold
8,051
– – 0.18% 94
2023
Q3 		$469K Buy
+8,051
New +$467K 0.22% 88
2023
Q1 		$395K Hold
8,051
– – 0.18% 99
2022
Q4 		$430K Hold
8,051
– – 0.21% 91
2022
Q3 		$289K Hold
8,051
– – 0.15% 103
2022
Q2 		$288K Sell
8,051
-1,000
-11% -$41.7K 0.13% 108
2022
Q1 		$374K Buy
+9,051
New +$355K 0.15% 108

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

SS&H Financial Advisors's SLB Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in SLB Ltd (SLB) in Q2 2026: 51,436 shares worth $2.39M. The stake represents 0.61% of the portfolio and ranks #41 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in SLB as recently as Q4 2025.

SS&H Financial Advisors first reported a position in SLB in Q1 2022 and has held it in 16 quarters since. 1,695 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • SS&H Financial Advisors held 51,436 shares of SLB Ltd worth $2.39M as of Q2 2026.
  • SLB Ltd was a new SS&H Financial Advisors position in Q2 2026.
  • SLB Ltd made up 0.61% of SS&H Financial Advisors's portfolio in Q2 2026, its #41 holding.
  • SS&H Financial Advisors first reported a position in SLB Ltd in Q1 2022 and has held it in 16 quarters since.
  • 1,695 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.