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Tred Avon Family Wealth’s SLB Ltd SLB Stock Holding History

Tred Avon Family 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 		$327K Buy
7,024
+2,013
+40% +$108K 0.1% 223
2026
Q1 		$258K Sell
5,011
-752
-13% -$36.5K 0.09% 238
2025
Q4 		$221K Buy
+5,763
New +$209K 0.07% 244

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 $3.38T AUM 44.17% 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

Tred Avon Family Wealth's SLB Position: Q2 2026 in Review

Tred Avon Family Wealth increased its SLB Ltd (SLB) stake by 40% in Q2 2026, buying an estimated $108K and bringing the position to 7,024 shares worth $327K. The position accounts for 0.1% of the portfolio, ranked #223.

Tred Avon Family Wealth first reported a position in SLB in Q4 2025 and has held it in 3 quarters since. 1,703 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Tred Avon Family Wealth held 7,024 shares of SLB Ltd worth $327K as of Q2 2026.
  • Tred Avon Family Wealth bought 2,013 SLB Ltd shares in Q2 2026, an estimated $108K.
  • SLB Ltd made up 0.1% of Tred Avon Family Wealth's portfolio in Q2 2026, its #223 holding.
  • Tred Avon Family Wealth first reported a position in SLB Ltd in Q4 2025 and has held it in 3 quarters since.
  • 1,703 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.