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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
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

BlackRock
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
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 $57.3B AUM 18.32% 1-Year Est. Return
OCM
Occam Crest Management Darien, Connecticut $165M AUM
DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capstone Financial Advisors's SLQT Position: Q1 2026 in Review

Capstone Financial Advisors increased its SelectQuote (SLQT) stake by 150% in Q1 2026, buying an estimated $15.8K and bringing the position to 25,000 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #185.

Capstone Financial Advisors first reported a position in SLQT in Q2 2023 and has held it in 6 quarters since. The position peaked at $30K in Q1 2024. 150 funds tracked by Wall St. Rank hold SLQT as of Q1 2026.

  • Capstone Financial Advisors held 25,000 shares of SelectQuote worth $15.7K as of Q1 2026.
  • Capstone Financial Advisors bought 15,000 SelectQuote shares in Q1 2026, an estimated $15.8K.
  • SelectQuote made up ﹤0.01% of Capstone Financial Advisors's portfolio in Q1 2026, its #185 holding.
  • Capstone Financial Advisors first reported a position in SelectQuote in Q2 2023 and has held it in 6 quarters since.
  • Capstone Financial Advisors's SelectQuote position peaked at $30K in Q1 2024.
  • 150 funds tracked by Wall St. Rank held SelectQuote as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.