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Sunrise Financial Services’s SLB Ltd SLB Stock Holding History

Sunrise Financial Services’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 		$25.2K Hold
543
– – 0.02% 163
2026
Q1 		$27.9K Hold
543
– – 0.02% 152
2025
Q4 		$20.8K Buy
+543
New +$19.7K 0.02% 155

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

Sunrise Financial Services's SLB Position: Q2 2026 in Review

Sunrise Financial Services held its SLB Ltd (SLB) position steady in Q2 2026 at 543 shares worth $25.2K. The position accounts for 0.02% of the portfolio, ranked #163.

Sunrise Financial Services first reported a position in SLB in Q4 2025 and has held it in 3 quarters since. The position peaked at $27.9K in Q1 2026. 1,691 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Sunrise Financial Services held 543 shares of SLB Ltd worth $25.2K as of Q2 2026.
  • Sunrise Financial Services left its SLB Ltd share count unchanged in Q2 2026.
  • SLB Ltd made up 0.02% of Sunrise Financial Services's portfolio in Q2 2026, its #163 holding.
  • Sunrise Financial Services first reported a position in SLB Ltd in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's SLB Ltd position peaked at $27.9K in Q1 2026.
  • 1,691 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.