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 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 $400M AUM 39.13% 1-Year Est. Return

KCPG

Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Atwood & Palmer's SLQT Position: Q2 2026 in Review

Atwood & Palmer held its SelectQuote (SLQT) position steady in Q2 2026 at 1,500 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Atwood & Palmer first reported a position in SLQT in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.1M in Q1 2021. 23 funds tracked by Wall St. Rank hold SLQT as of Q2 2026.

Atwood & Palmer held 1,500 shares of SelectQuote worth $1.26K as of Q2 2026.
Atwood & Palmer left its SelectQuote share count unchanged in Q2 2026.
SelectQuote made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #446 holding.
Atwood & Palmer first reported a position in SelectQuote in Q2 2020 and has held it in 25 quarters since.
Atwood & Palmer's SelectQuote position peaked at $1.1M in Q1 2021.
23 funds tracked by Wall St. Rank held SelectQuote as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.