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
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

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

CAPTRUST Financial Advisors increased its SelectQuote (SLQT) stake by 9.9% in Q1 2026, buying an estimated $216K and bringing the position to 2,287,226 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

CAPTRUST Financial Advisors first reported a position in SLQT in Q1 2021 and has held it in 20 quarters since. The position peaked at $5.74M in Q4 2024. 150 funds tracked by Wall St. Rank hold SLQT as of Q1 2026.

  • CAPTRUST Financial Advisors held 2,287,226 shares of SelectQuote worth $1.44M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 206,017 SelectQuote shares in Q1 2026, an estimated $216K.
  • SelectQuote made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1391 holding.
  • CAPTRUST Financial Advisors first reported a position in SelectQuote in Q1 2021 and has held it in 20 quarters since.
  • CAPTRUST Financial Advisors's SelectQuote position peaked at $5.74M in Q4 2024.
  • 150 funds tracked by Wall St. Rank held SelectQuote as of Q1 2026.

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