CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s SelectQuote SLQT Stock Holding History

CAPTRUST 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 		$1.98M Buy
2,354,276
+67,050
+3% +$61K ﹤0.01% 1304
2026
Q1 		$1.44M Buy
2,287,226
+206,017
+10% +$216K ﹤0.01% 1391
2025
Q4 		$2.93M Buy
2,081,209
+554,624
+36% +$928K 0.01% 900
2025
Q3 		$2.99M Buy
1,526,585
+70,043
+5% +$148K 0.01% 834
2025
Q2 		$3.47M Buy
1,456,542
+72,364
+5% +$190K 0.01% 735
2025
Q1 		$4.62M Sell
1,384,178
-157,832
-10% -$669K 0.01% 612
2024
Q4 		$5.74M Buy
1,542,010
+73,627
+5% +$188K 0.02% 505
2024
Q3 		$3.19M Sell
1,468,383
-31,393
-2% -$103K 0.01% 679
2024
Q2 		$4.14M Buy
1,499,776
+11,359
+0.8% +$27.3K 0.01% 551
2024
Q1 		$2.98M Buy
1,488,417
+120,629
+9% +$180K 0.01% 657
2023
Q4 		$1.87M Sell
1,367,788
-108,061
-7% -$141K 0.01% 940
2023
Q3 		$1.73M Buy
1,475,849
+17,517
+1% +$26.5K 0.01% 920
2023
Q2 		$2.84M Buy
1,458,332
+13,064
+0.9% +$22K 0.01% 706
2023
Q1 		$3.14M Sell
1,445,268
-21,353
-1% -$34.5K 0.01% 595
2022
Q4 		$985K Buy
1,466,621
+15,751
+1% +$10.3K 0.01% 982
2022
Q3 		$1.06M Buy
1,450,870
+1,445,917
+29,193% +$2.4M 0.01% 892
2022
Q2 		$12K Sell
4,953
-201
-4% -$515 ﹤0.01% 3663
2022
Q1 		$14K Buy
5,154
+4,581
+799% +$22.1K ﹤0.01% 3621
2021
Q4 		$5K Buy
573
+98
+21% +$1.07K ﹤0.01% 4092
2021
Q3 		$6K Buy
+475
New +$7.15K ﹤0.01% 3884
2021
Q2 		– Sell
-197
Closed -$6K – 4644
2021
Q1 		$6K Buy
+197
New +$5.17K ﹤0.01% 3671

Other funds holding SLQT

ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

CAPTRUST Financial Advisors increased its SelectQuote (SLQT) stake by 2.9% in Q2 2026, buying an estimated $61K and bringing the position to 2,354,276 shares worth $1.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

CAPTRUST Financial Advisors first reported a position in SLQT in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.74M in Q4 2024. 156 funds tracked by Wall St. Rank hold SLQT as of Q2 2026.

  • CAPTRUST Financial Advisors held 2,354,276 shares of SelectQuote worth $1.98M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 67,050 SelectQuote shares in Q2 2026, an estimated $61K.
  • SelectQuote made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1304 holding.
  • CAPTRUST Financial Advisors first reported a position in SelectQuote in Q1 2021 and has held it in 21 quarters since.
  • CAPTRUST Financial Advisors's SelectQuote position peaked at $5.74M in Q4 2024.
  • 156 funds tracked by Wall St. Rank held SelectQuote as of Q2 2026.

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