CWA
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Canvas Wealth Advisors’s SelectQuote SLQT Stock Holding History

Canvas Wealth Advisors’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 		– Sell
-15,000
Closed -$21.1K – 254
2025
Q4 		$21.1K Hold
15,000
– – ﹤0.01% 222
2025
Q3 		$31.5K Hold
15,000
– – 0.01% 214
2025
Q2 		$29.1K Sell
15,000
-4,000
-21% -$10.5K 0.01% 207
2025
Q1 		$58.5K Hold
19,000
– – 0.02% 180
2024
Q4 		$70.7K Hold
19,000
– – 0.02% 177
2024
Q3 		$41.2K Hold
19,000
– – 0.01% 178
2024
Q2 		$77.3K Hold
19,000
– – 0.02% 149
2024
Q1 		$31.7K Hold
19,000
– – 0.01% 146
2023
Q4 		$23K Hold
19,000
– – 0.01% 125
2023
Q3 		$23K Hold
19,000
– – 0.01% 122
2023
Q2 		$35K Buy
19,000
+4,000
+27% +$6.74K 0.01% 128
2023
Q1 		$16.4K Hold
15,000
– – 0.01% 136
2022
Q4 		$10.7K Buy
+15,000
New +$9.82K ﹤0.01% 145

Other funds holding SLQT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
Mariner
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
OCM
Occam Crest Management Darien, Connecticut $161M AUM
DC
Diametric Capital Boston, Massachusetts $382M AUM 31.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return