Commonwealth Equity Services’s SelectQuote SLQT Stock Holding History

Commonwealth Equity Services’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	$17.9K	Buy	28,377 +12,250	+76%	+$12.9K	﹤0.01%	4260
2025 Q4	$22.7K	Buy	+16,127	New	+$27K	﹤0.01%	4234
2024 Q2	–	Sell	-11,050	Closed	-$22K	–	4157
2024 Q1	$22K	Sell	11,050 -198	-2%	-$296	﹤0.01%	3958
2023 Q4	$15K	Buy	+11,248	New	+$14.7K	﹤0.01%	3836
2023 Q2	–	Sell	-32,134	Closed	-$69	–	3920
2023 Q1	$69	Hold	32,134	–	–	﹤0.01%	3544
2022 Q4	$21K	Hold	32,134	–	–	﹤0.01%	3596
2022 Q3	$23K	Sell	32,134 -8,000	-20%	-$13.3K	﹤0.01%	3566
2022 Q2	$99K	Sell	40,134 -305	-0.8%	-$782	﹤0.01%	3376
2022 Q1	$112K	Buy	40,439 +21,455	+113%	+$103K	﹤0.01%	3458
2021 Q4	$172K	Sell	18,984 -86,771	-82%	-$951K	﹤0.01%	3345
2021 Q3	$1.37M	Buy	105,755 +850	+0.8%	+$12.8K	﹤0.01%	1699
2021 Q2	$2.02M	Buy	104,905 +19,020	+22%	+$475K	0.01%	1415
2021 Q1	$2.53M	Buy	85,885 +39,798	+86%	+$1.04M	0.01%	1166
2020 Q4	$956K	Buy	+46,087	New	+$946K	﹤0.01%	1680

Other funds holding SLQT

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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

OCM

Occam Crest Management Darien, Connecticut $165M AUM

Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Commonwealth Equity Services's SLQT Position: Q1 2026 in Review

Commonwealth Equity Services increased its SelectQuote (SLQT) stake by 76% in Q1 2026, buying an estimated $12.9K and bringing the position to 28,377 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4260.

Commonwealth Equity Services first reported a position in SLQT in Q4 2020 and has held it in 14 quarters since. The position peaked at $2.53M in Q1 2021. 150 funds tracked by Wall St. Rank hold SLQT as of Q1 2026.

Commonwealth Equity Services held 28,377 shares of SelectQuote worth $17.9K as of Q1 2026.
Commonwealth Equity Services bought 12,250 SelectQuote shares in Q1 2026, an estimated $12.9K.
SelectQuote made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #4260 holding.
Commonwealth Equity Services first reported a position in SelectQuote in Q4 2020 and has held it in 14 quarters since.
Commonwealth Equity Services's SelectQuote position peaked at $2.53M in Q1 2021.
150 funds tracked by Wall St. Rank held SelectQuote as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.