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Atwood & Palmer’s SelectQuote SLQT Stock Holding History

Atwood & Palmer’s Portfolio SLQT Stock Details SLQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$608 Hold
1,500
– – ﹤0.01% 471
2026
Q2 		$1.26K Hold
1,500
– – ﹤0.01% 446
2026
Q1 		$945 Hold
1,500
– – ﹤0.01% 479
2025
Q4 		$2.12K Hold
1,500
– – ﹤0.01% 444
2025
Q3 		$2.94K Sell
1,500
-2,500
-63% -$5.29K ﹤0.01% 434
2025
Q2 		$9.52K Hold
4,000
– – ﹤0.01% 394
2025
Q1 		$13.4K Hold
4,000
– – ﹤0.01% 313
2024
Q4 		$14.9K Hold
4,000
– – ﹤0.01% 307
2024
Q3 		$8.68K Hold
4,000
– – ﹤0.01% 350
2024
Q2 		$11K Hold
4,000
– – ﹤0.01% 332
2024
Q1 		$8K Hold
4,000
– – ﹤0.01% 322
2023
Q4 		$5.48K Sell
4,000
-14,241
-78% -$18.6K ﹤0.01% 337
2023
Q3 		$21.3K Hold
18,241
– – ﹤0.01% 268
2023
Q2 		$35.6K Hold
18,241
– – ﹤0.01% 238
2023
Q1 		$39.6K Sell
18,241
-200,000
-92% -$323K ﹤0.01% 218
2022
Q4 		$147K Hold
218,241
– – 0.01% 157
2022
Q3 		$159K Buy
218,241
+200,000
+1,096% +$332K 0.02% 146
2022
Q2 		$45K Sell
18,241
-4,241
-19% -$10.9K ﹤0.01% 218
2022
Q1 		$63K Hold
22,482
– – 0.01% 208
2021
Q4 		$204K Sell
22,482
-16,350
-42% -$179K 0.02% 148
2021
Q3 		$502K Buy
38,832
+1,500
+4% +$22.6K 0.04% 104
2021
Q2 		$719K Hold
37,332
– – 0.06% 88
2021
Q1 		$1.1M Hold
37,332
– – 0.11% 75
2020
Q4 		$775K Buy
37,332
+28,482
+322% +$585K 0.08% 83
2020
Q3 		$179K Buy
8,850
+6,350
+254% +$132K 0.02% 135
2020
Q2 		$63K Buy
+2,500
New +$67.1K 0.01% 178

Other funds holding SLQT

TWM
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Atwood & Palmer's SLQT Position: Q3 2026 in Review

Atwood & Palmer held its SelectQuote (SLQT) position steady in Q3 2026 at 1,500 shares worth $608. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Atwood & Palmer first reported a position in SLQT in Q2 2020 and has held it in 26 quarters since. The position peaked at $1.1M in Q1 2021. 9 funds tracked by Wall St. Rank hold SLQT as of Q3 2026.

  • Atwood & Palmer held 1,500 shares of SelectQuote worth $608 as of Q3 2026.
  • Atwood & Palmer left its SelectQuote share count unchanged in Q3 2026.
  • SelectQuote made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #471 holding.
  • Atwood & Palmer first reported a position in SelectQuote in Q2 2020 and has held it in 26 quarters since.
  • Atwood & Palmer's SelectQuote position peaked at $1.1M in Q1 2021.
  • 9 funds tracked by Wall St. Rank held SelectQuote as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.