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Twin Peaks Wealth Advisors’s SLB Ltd SLB Stock Holding History

Twin Peaks Wealth 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 		– Sell
-1,012
Closed -$52K – 1869
2026
Q1 		$52K Buy
+1,012
New +$49.1K 0.01% 430
2025
Q3 		– Sell
-746
Closed -$24.6K – 1789
2025
Q2 		$24.6K Buy
+746
New +$25.9K 0.01% 532

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

Twin Peaks Wealth Advisors's SLB Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of SLB Ltd (SLB) in Q2 2026, closing a stake of 1,012 shares — an estimated $52K sold.

Twin Peaks Wealth Advisors first reported a position in SLB in Q2 2025 and held it in 2 quarters. The position peaked at $52K in Q1 2026. 1,702 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining SLB Ltd position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1,012 SLB Ltd shares in Q2 2026, an estimated $52K.
  • Twin Peaks Wealth Advisors first reported a position in SLB Ltd in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's SLB Ltd position peaked at $52K in Q1 2026.
  • 1,702 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.