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Worth Financial Advisory Group’s SLB Ltd SLB Stock Holding History

Worth Financial Advisory Group’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 		$447K Buy
+9,616
New +$515K 0.19% 119
2026
Q1 		– Sell
-8,796
Closed -$338K – 157
2025
Q4 		$338K Sell
8,796
-680
-7% -$24.6K 0.16% 135
2025
Q3 		$326K Sell
9,476
-911
-9% -$31.7K 0.18% 114
2025
Q2 		$351K Buy
10,387
+4,430
+74% +$154K 0.22% 103
2025
Q1 		$249K Sell
5,957
-5,879
-50% -$241K 0.16% 137
2024
Q4 		$454K Sell
11,836
-358
-3% -$15K 0.28% 86
2024
Q3 		$512K Buy
12,194
+1,187
+11% +$52.8K 0.3% 78
2024
Q2 		$519K Buy
11,007
+3,118
+40% +$150K 0.34% 74
2024
Q1 		$432K Buy
7,889
+407
+5% +$20.5K 0.3% 83
2023
Q4 		$389K Buy
7,482
+399
+6% +$21.7K 0.31% 87
2023
Q3 		$413K Buy
7,083
+528
+8% +$30.6K 0.37% 77
2023
Q2 		$322K Buy
6,555
+1,023
+18% +$48.8K 0.3% 91
2023
Q1 		$272K Sell
5,532
-1,361
-20% -$72.3K 0.26% 93
2022
Q4 		$369K Buy
+6,893
New +$343K 0.43% 65

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 $3.37T AUM 44.26% 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

Worth Financial Advisory Group's SLB Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in SLB Ltd (SLB) in Q2 2026: 9,616 shares worth $447K. The stake represents 0.19% of the portfolio and ranks #119 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in SLB as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in SLB in Q4 2022 and has held it in 14 quarters since. The position peaked at $519K in Q2 2024. 1,692 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Worth Financial Advisory Group held 9,616 shares of SLB Ltd worth $447K as of Q2 2026.
  • SLB Ltd was a new Worth Financial Advisory Group position in Q2 2026.
  • SLB Ltd made up 0.19% of Worth Financial Advisory Group's portfolio in Q2 2026, its #119 holding.
  • Worth Financial Advisory Group first reported a position in SLB Ltd in Q4 2022 and has held it in 14 quarters since.
  • Worth Financial Advisory Group's SLB Ltd position peaked at $519K in Q2 2024.
  • 1,692 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.