CAL
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Capital Advisors Ltd’s SelectQuote SLQT Stock Holding History

Capital Advisors Ltd’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 Sell
4
-171
-98% -$180 ﹤0.01% 1581
2025
Q4 		$0 Hold
175
– – ﹤0.01% 1555
2025
Q3 		$0 Hold
175
– – ﹤0.01% 1543
2025
Q2 		$0 Hold
175
– – ﹤0.01% 1611
2025
Q1 		$1K Hold
175
– – ﹤0.01% 1266
2024
Q4 		$1K Hold
175
– – ﹤0.01% 1296
2024
Q3 		$0 Hold
175
– – ﹤0.01% 1592
2024
Q2 		$0 Hold
175
– – ﹤0.01% 1620
2024
Q1 		$0 Hold
175
– – ﹤0.01% 1532
2023
Q4 		$0 Hold
175
– – ﹤0.01% 1468
2023
Q3 		$0 Hold
175
– – ﹤0.01% 1462
2023
Q2 		$0 Hold
175
– – ﹤0.01% 1524
2023
Q1 		$0 Hold
175
– – ﹤0.01% 1525
2022
Q4 		$0 Sell
175
-136
-44% -$89 ﹤0.01% 1603
2022
Q3 		$0 Buy
311
+75
+32% +$125 ﹤0.01% 1490
2022
Q2 		$1K Buy
236
+193
+449% +$495 ﹤0.01% 884
2022
Q1 		$0 Buy
+43
New +$207 ﹤0.01% 1177

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