USA Financial Formulas’s SLB Ltd SLB Stock Holding History

USA Financial Formulas’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	$467K	Buy	10,050 +97	+1%	+$5.2K	0.09%	89
2026 Q1	$511K	Buy	+9,953	New	+$483K	0.1%	78
2023 Q4	–	Sell	-12,941	Closed	-$754K	–	516
2023 Q3	$754K	Hold	12,941	–	–	1.13%	21
2023 Q2	$636K	Sell	12,941 -2,918	-18%	-$139K	0.98%	38
2023 Q1	$779K	Buy	+15,859	New	+$842K	1.26%	32
2022 Q3	–	Sell	-21,025	Closed	-$752K	–	403
2022 Q2	$752K	Buy	21,025 +1,558	+8%	+$65K	0.94%	51
2022 Q1	$804K	Buy	+19,467	New	+$763K	0.86%	54
2021 Q4	–	Sell	-1,824	Closed	-$54K	–	481
2021 Q3	$54K	Buy	1,824 +176	+11%	+$5.04K	0.05%	200
2021 Q2	$53K	Sell	1,648 -1,048	-39%	-$32.2K	0.04%	217
2021 Q1	$73K	Buy	+2,696	New	+$71K	0.06%	187
2017 Q1	–	Sell	-5,573	Closed	-$468K	–	327
2016 Q4	$468K	Buy	+5,573	New	+$457K	0.12%	159
2015 Q1	–	Sell	-4,749	Closed	-$406K	–	232
2014 Q4	$406K	Buy	+4,749	New	+$437K	0.14%	151

Other funds holding SLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

USA Financial Formulas's SLB Position: Q2 2026 in Review

USA Financial Formulas increased its SLB Ltd (SLB) stake by 0.97% in Q2 2026, buying an estimated $5.2K and bringing the position to 10,050 shares worth $467K. The position accounts for 0.09% of the portfolio, ranked #89.

USA Financial Formulas first reported a position in SLB in Q4 2014 and has held it in 12 quarters since. The position peaked at $804K in Q1 2022. 1,691 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

USA Financial Formulas held 10,050 shares of SLB Ltd worth $467K as of Q2 2026.
USA Financial Formulas bought 97 SLB Ltd shares in Q2 2026, an estimated $5.2K.
SLB Ltd made up 0.09% of USA Financial Formulas's portfolio in Q2 2026, its #89 holding.
USA Financial Formulas first reported a position in SLB Ltd in Q4 2014 and has held it in 12 quarters since.
USA Financial Formulas's SLB Ltd position peaked at $804K in Q1 2022.
1,691 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.