VWA
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Valued Wealth Advisors’s SLB Ltd SLB Stock Holding History

Valued 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 		$3.99K Sell
85
-24
-22% -$1.29K ﹤0.01% 495
2026
Q1 		$5.6K Buy
109
+70
+179% +$3.4K ﹤0.01% 378
2025
Q4 		$1.49K Buy
39
+20
+105% +$725 ﹤0.01% 424
2025
Q3 		$671 Buy
19
+3
+19% +$104 ﹤0.01% 494
2025
Q2 		$554 Sell
16
-8
-33% -$277 ﹤0.01% 512
2025
Q1 		$1.02K Hold
24
– – ﹤0.01% 485
2024
Q4 		$936 Sell
24
-17
-41% -$714 ﹤0.01% 485
2024
Q3 		$1.75K Sell
41
-10
-20% -$445 ﹤0.01% 390
2024
Q2 		$2.44K Buy
51
+17
+50% +$821 ﹤0.01% 349
2024
Q1 		$1.89K Sell
34
-25
-42% -$1.26K ﹤0.01% 365
2023
Q4 		$3.46K Buy
+59
New +$3.21K ﹤0.01% 243

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

Valued Wealth Advisors's SLB Position: Q2 2026 in Review

Valued Wealth Advisors reduced its SLB Ltd (SLB) stake by 22% in Q2 2026, selling an estimated $1.29K and leaving 85 shares worth $3.99K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Valued Wealth Advisors first reported a position in SLB in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.6K in Q1 2026. 1,703 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Valued Wealth Advisors held 85 shares of SLB Ltd worth $3.99K as of Q2 2026.
  • Valued Wealth Advisors sold 24 SLB Ltd shares in Q2 2026, an estimated $1.29K.
  • SLB Ltd made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #495 holding.
  • Valued Wealth Advisors first reported a position in SLB Ltd in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's SLB Ltd position peaked at $5.6K in Q1 2026.
  • 1,703 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.