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
2023
Q4 		– Sell
-178,600
Closed -$209 – 2783
2023
Q3 		$209 Buy
+178,600
New +$270K ﹤0.01% 2589

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.