Avion Wealth’s SelectQuote SLQT Stock Holding History

Avion Wealth’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 Q1	$0	Hold	1,512	–	–	﹤0.01%	1573
2025 Q4	$2K	Hold	1,512	–	–	﹤0.01%	919
2025 Q3	$2K	Hold	1,512	–	–	﹤0.01%	907
2025 Q2	$3K	Hold	1,512	–	–	﹤0.01%	747
2025 Q1	$5K	Hold	1,512	–	–	﹤0.01%	559
2024 Q4	$5K	Hold	1,512	–	–	﹤0.01%	557
2024 Q3	$3K	Hold	1,512	–	–	﹤0.01%	637
2024 Q2	$4K	Hold	1,512	–	–	﹤0.01%	529
2024 Q1	$4K	Hold	1,512	–	–	﹤0.01%	518
2023 Q4	$2K	Hold	1,512	–	–	﹤0.01%	620
2023 Q3	$1K	Hold	1,512	–	–	﹤0.01%	725
2023 Q2	$2K	Buy	+1,512	New	+$2.55K	﹤0.01%	498

Other funds holding SLQT

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

ABI

Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

OCM

Occam Crest Management Darien, Connecticut $165M AUM

Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avion Wealth's SLQT Position: Q1 2026 in Review

Avion Wealth held its SelectQuote (SLQT) position steady in Q1 2026 at 1,512 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Avion Wealth first reported a position in SLQT in Q2 2023 and has held it in 12 quarters since. The position peaked at $5K in Q1 2025. 150 funds tracked by Wall St. Rank hold SLQT as of Q1 2026.

Avion Wealth held 1,512 shares of SelectQuote worth $0 as of Q1 2026.
Avion Wealth left its SelectQuote share count unchanged in Q1 2026.
SelectQuote made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1573 holding.
Avion Wealth first reported a position in SelectQuote in Q2 2023 and has held it in 12 quarters since.
Avion Wealth's SelectQuote position peaked at $5K in Q1 2025.
150 funds tracked by Wall St. Rank held SelectQuote as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.