Capstone Financial Advisors’s SelectQuote SLQT Stock Holding History

Capstone Financial 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 Q2	$29.4K	Buy	35,000 +10,000	+40%	+$9.1K	﹤0.01%	190
2026 Q1	$15.7K	Buy	25,000 +15,000	+150%	+$15.8K	﹤0.01%	185
2025 Q4	$14.1K	Buy	+10,000	New	+$16.7K	﹤0.01%	184
2024 Q2	–	Sell	-15,000	Closed	-$30K	–	160
2024 Q1	$30K	Hold	15,000	–	–	﹤0.01%	147
2023 Q4	$20.6K	Hold	15,000	–	–	﹤0.01%	150
2023 Q3	$17.6K	Hold	15,000	–	–	﹤0.01%	140
2023 Q2	$29.3K	Buy	+15,000	New	+$25.3K	﹤0.01%	138

Other funds holding SLQT

ABI

Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capstone Financial Advisors's SLQT Position: Q2 2026 in Review

Capstone Financial Advisors increased its SelectQuote (SLQT) stake by 40% in Q2 2026, buying an estimated $9.1K and bringing the position to 35,000 shares worth $29.4K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

Capstone Financial Advisors first reported a position in SLQT in Q2 2023 and has held it in 7 quarters since. The position peaked at $30K in Q1 2024. 156 funds tracked by Wall St. Rank hold SLQT as of Q2 2026.

Capstone Financial Advisors held 35,000 shares of SelectQuote worth $29.4K as of Q2 2026.
Capstone Financial Advisors bought 10,000 SelectQuote shares in Q2 2026, an estimated $9.1K.
SelectQuote made up ﹤0.01% of Capstone Financial Advisors's portfolio in Q2 2026, its #190 holding.
Capstone Financial Advisors first reported a position in SelectQuote in Q2 2023 and has held it in 7 quarters since.
Capstone Financial Advisors's SelectQuote position peaked at $30K in Q1 2024.
156 funds tracked by Wall St. Rank held SelectQuote as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.