UFPG
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United Financial Planning Group’s SLB Ltd SLB Stock Holding History

United Financial Planning Group’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 		$10.9K Buy
+234
New +$12.5K 0.01% 240
2025
Q4 		– Sell
-276
Closed -$9.49K – 508
2025
Q3 		$9.49K Buy
+276
New +$9.6K 0.01% 156

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

United Financial Planning Group's SLB Position: Q2 2026 in Review

United Financial Planning Group opened a new position in SLB Ltd (SLB) in Q2 2026: 234 shares worth $10.9K. The stake represents 0.01% of the portfolio and ranks #240 among its holdings. This is a return to the name: United Financial Planning Group previously reported a position in SLB as recently as Q3 2025.

United Financial Planning Group first reported a position in SLB in Q3 2025 and has held it in 2 quarters since. 1,692 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • United Financial Planning Group held 234 shares of SLB Ltd worth $10.9K as of Q2 2026.
  • SLB Ltd was a new United Financial Planning Group position in Q2 2026.
  • SLB Ltd made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #240 holding.
  • United Financial Planning Group first reported a position in SLB Ltd in Q3 2025 and has held it in 2 quarters since.
  • 1,692 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.