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 Q2	$292K	Sell	6,286 -2,616	-29%	-$140K	0.09%	110
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 $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

Wealthspan Partners's SLB Position: Q2 2026 in Review

Wealthspan Partners reduced its SLB Ltd (SLB) stake by 29% in Q2 2026, selling an estimated $140K and leaving 6,286 shares worth $292K. The position accounts for 0.09% of the portfolio, ranked #110.

Wealthspan Partners first reported a position in SLB in Q2 2022 and has held it in 17 quarters since. The position peaked at $519K in Q3 2023. 1,695 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

Wealthspan Partners held 6,286 shares of SLB Ltd worth $292K as of Q2 2026.
Wealthspan Partners sold 2,616 SLB Ltd shares in Q2 2026, an estimated $140K.
SLB Ltd made up 0.09% of Wealthspan Partners's portfolio in Q2 2026, its #110 holding.
Wealthspan Partners first reported a position in SLB Ltd in Q2 2022 and has held it in 17 quarters since.
Wealthspan Partners's SLB Ltd position peaked at $519K in Q3 2023.
1,695 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.