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Unique Wealth Strategies’s SLB Ltd SLB Stock Holding History

Unique Wealth Strategies’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 		$507K Sell
10,913
-1,325
-11% -$71K 0.18% 151
2026
Q1 		$629K Buy
+12,238
New +$594K 0.26% 101
2024
Q3 		– Sell
-645
Closed -$35.4K – 591
2024
Q2 		$35.4K Buy
+645
New +$31.1K 0.02% 249

Other funds holding SLB

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Unique Wealth Strategies's SLB Position: Q2 2026 in Review

Unique Wealth Strategies reduced its SLB Ltd (SLB) stake by 11% in Q2 2026, selling an estimated $71K and leaving 10,913 shares worth $507K. The position accounts for 0.18% of the portfolio, ranked #151.

Unique Wealth Strategies first reported a position in SLB in Q2 2024 and has held it in 3 quarters since. The position peaked at $629K in Q1 2026. 342 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Unique Wealth Strategies held 10,913 shares of SLB Ltd worth $507K as of Q2 2026.
  • Unique Wealth Strategies sold 1,325 SLB Ltd shares in Q2 2026, an estimated $71K.
  • SLB Ltd made up 0.18% of Unique Wealth Strategies's portfolio in Q2 2026, its #151 holding.
  • Unique Wealth Strategies first reported a position in SLB Ltd in Q2 2024 and has held it in 3 quarters since.
  • Unique Wealth Strategies's SLB Ltd position peaked at $629K in Q1 2026.
  • 342 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.