Wealth Effects’s SLB Ltd SLB Stock Holding History

Wealth Effects’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
2025 Q3	–	Sell	-9,350	Closed	-$316K	–	226
2025 Q2	$316K	Hold	9,350	–	–	0.12%	142
2025 Q1	$391K	Sell	9,350 -50	-0.5%	-$2.05K	0.16%	116
2024 Q4	$360K	Buy	+9,400	New	+$395K	0.13%	137

Other funds holding SLB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wealth Effects's SLB Position: Q3 2025 in Review

Wealth Effects sold out of SLB Ltd (SLB) in Q3 2025, closing a stake of 9,350 shares — an estimated $316K sold.

Wealth Effects first reported a position in SLB in Q4 2024 and held it in 3 quarters. The position peaked at $391K in Q1 2025. 1,488 funds tracked by Wall St. Rank hold SLB as of Q3 2025.

Wealth Effects reported no remaining SLB Ltd position as of Q3 2025 after selling out during the quarter.
Wealth Effects sold 9,350 SLB Ltd shares in Q3 2025, an estimated $316K.
Wealth Effects first reported a position in SLB Ltd in Q4 2024 and held it in 3 quarters.
Wealth Effects's SLB Ltd position peaked at $391K in Q1 2025.
1,488 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2025.

Based on Wealth Effects's 13F filing for Q3 2025, filed 28 Oct 2025.