Carson Wealth (CWM LLC)
SLQT icon

Carson Wealth (CWM LLC)’s SelectQuote SLQT Stock Holding History

Carson Wealth (CWM LLC)’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 		$69.4K Buy
110,287
+23,105
+27% +$24.3K ﹤0.01% 3554
2025
Q4 		$123K Sell
87,182
-27,225
-24% -$45.5K ﹤0.01% 2912
2025
Q3 		$224K Sell
114,407
-3,671
-3% -$7.76K ﹤0.01% 2360
2025
Q2 		$281K Buy
118,078
+40,855
+53% +$107K ﹤0.01% 1916
2025
Q1 		$258K Buy
77,223
+369
+0.5% +$1.56K ﹤0.01% 1763
2024
Q4 		$286K Sell
76,854
-313,290
-80% -$799K ﹤0.01% 1624
2024
Q3 		$847K Buy
390,144
+1,438
+0.4% +$4.72K ﹤0.01% 1129
2024
Q2 		$1.07M Buy
388,706
+61
+0% +$147 0.01% 853
2024
Q1 		$777K Buy
388,645
+75,012
+24% +$112K ﹤0.01% 961
2023
Q4 		$430K Hold
313,633
– – ﹤0.01% 1119
2023
Q3 		$367K Buy
313,633
+209
+0.1% +$316 ﹤0.01% 1089
2023
Q2 		$611K Hold
313,424
– – ﹤0.01% 875
2023
Q1 		$680K Hold
313,424
– – ﹤0.01% 786
2022
Q4 		$211K Hold
313,424
– – ﹤0.01% 1087
2022
Q3 		$229K Hold
313,424
– – ﹤0.01% 999
2022
Q2 		$777K Hold
313,424
– – 0.01% 620
2022
Q1 		$874K Sell
313,424
-223
-0.1% -$1.07K 0.01% 595
2021
Q4 		$2.84M Buy
+313,647
New +$3.44M 0.02% 369
2021
Q2 		$3.03M Hold
157,232
– – 0.02% 348
2021
Q1 		$3.03M Hold
157,232
– – 0.02% 348
2020
Q4 		$3.03M Hold
157,232
– – 0.02% 348
2020
Q3 		$3.03M Hold
157,232
– – 0.02% 348
2020
Q2 		$3.03M Buy
+157,232
New +$4.22M 0.02% 348

Other funds holding SLQT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
OCM
Occam Crest Management Darien, Connecticut $193M AUM 233.09% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SLQT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its SelectQuote (SLQT) stake by 27% in Q1 2026, buying an estimated $24.3K and bringing the position to 110,287 shares worth $69.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3554.

Carson Wealth (CWM LLC) first reported a position in SLQT in Q2 2020 and has held it in 23 quarters since. The position peaked at $3.03M in Q2 2021. 152 funds tracked by Wall St. Rank hold SLQT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 110,287 shares of SelectQuote worth $69.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 23,105 SelectQuote shares in Q1 2026, an estimated $24.3K.
  • SelectQuote made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3554 holding.
  • Carson Wealth (CWM LLC) first reported a position in SelectQuote in Q2 2020 and has held it in 23 quarters since.
  • Carson Wealth (CWM LLC)'s SelectQuote position peaked at $3.03M in Q2 2021.
  • 152 funds tracked by Wall St. Rank held SelectQuote as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.