Wealthspan Partners’s SLB Ltd SLB Stock Holding History

Wealthspan Partners’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 Q1	$457K	Hold	8,902	–	–	0.16%	83
2025 Q4	$342K	Hold	8,902	–	–	0.12%	94
2025 Q3	$306K	Hold	8,902	–	–	0.12%	99
2025 Q2	$301K	Sell	8,902 -100	-1%	-$3.47K	0.12%	94
2025 Q1	$376K	Buy	9,002 +100	+1%	+$4.1K	0.17%	79
2024 Q4	$341K	Hold	8,902	–	–	0.16%	84
2024 Q3	$373K	Hold	8,902	–	–	0.18%	79
2024 Q2	$420K	Hold	8,902	–	–	0.23%	67
2024 Q1	$488K	Hold	8,902	–	–	0.29%	60
2023 Q4	$463K	Hold	8,902	–	–	0.32%	50
2023 Q3	$519K	Hold	8,902	–	–	0.41%	42
2023 Q2	$437K	Hold	8,902	–	–	0.35%	49
2023 Q1	$437K	Hold	8,902	–	–	0.37%	49
2022 Q4	$476K	Hold	8,902	–	–	0.43%	42
2022 Q3	$320K	Hold	8,902	–	–	0.33%	49
2022 Q2	$318K	Buy	+8,902	New	+$371K	0.33%	52

Other funds holding SLB

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthspan Partners's SLB Position: Q1 2026 in Review

Wealthspan Partners held its SLB Ltd (SLB) position steady in Q1 2026 at 8,902 shares worth $457K. The position accounts for 0.16% of the portfolio, ranked #83.

Wealthspan Partners first reported a position in SLB in Q2 2022 and has held it in 16 quarters since. The position peaked at $519K in Q3 2023. 1,680 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

Wealthspan Partners held 8,902 shares of SLB Ltd worth $457K as of Q1 2026.
Wealthspan Partners left its SLB Ltd share count unchanged in Q1 2026.
SLB Ltd made up 0.16% of Wealthspan Partners's portfolio in Q1 2026, its #83 holding.
Wealthspan Partners first reported a position in SLB Ltd in Q2 2022 and has held it in 16 quarters since.
Wealthspan Partners's SLB Ltd position peaked at $519K in Q3 2023.
1,680 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.