Corient Private Wealth
SLQT icon

Corient Private Wealth’s SelectQuote SLQT Stock Holding History

Corient Private Wealth’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 		$51K Buy
+81,000
New +$85.1K ﹤0.01% 2759
2025
Q3 		– Sell
-72,948
Closed -$174K – 2670
2025
Q2 		$174K Hold
72,948
– – ﹤0.01% 2264
2025
Q1 		$244K Sell
72,948
-41,700
-36% -$177K ﹤0.01% 1961
2024
Q4 		$426K Sell
114,648
-3,745
-3% -$9.55K ﹤0.01% 1703
2024
Q3 		$257K Buy
118,393
+1,310
+1% +$4.3K ﹤0.01% 2089
2024
Q2 		$323K Buy
117,083
+19,083
+19% +$45.9K ﹤0.01% 1859
2024
Q1 		$196K Hold
98,000
– – ﹤0.01% 2110
2023
Q4 		$134K Buy
98,000
+27,227
+38% +$35.5K ﹤0.01% 2127
2023
Q3 		$82.8K Hold
70,773
– – ﹤0.01% 2048
2023
Q2 		$138K Hold
70,773
– – ﹤0.01% 1940
2023
Q1 		$154K Buy
70,773
+140
+0.2% +$226 ﹤0.01% 1834
2022
Q4 		$48K Buy
+70,633
New +$46.2K ﹤0.01% 1629

Other funds holding SLQT

BlackRock
BlackRock New York $5.7T 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
OCM
Occam Crest Management Darien, Connecticut $161M AUM
DC
Diametric Capital Boston, Massachusetts $382M AUM 31.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return