Creative Planning
SLQT icon

Creative Planning’s SelectQuote SLQT Stock Holding History

Creative Planning’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 		$372K Buy
591,589
+421,470
+248% +$443K ﹤0.01% 3250
2025
Q4 		$240K Sell
170,119
-42,269
-20% -$70.7K ﹤0.01% 3409
2025
Q3 		$416K Buy
212,388
+90,791
+75% +$192K ﹤0.01% 2875
2025
Q2 		$289K Buy
121,597
+9,504
+8% +$24.9K ﹤0.01% 2923
2025
Q1 		$374K Buy
112,093
+2,401
+2% +$10.2K ﹤0.01% 2563
2024
Q4 		$408K Buy
109,692
+9,673
+10% +$24.7K ﹤0.01% 2414
2024
Q3 		$217K Buy
100,019
+6,150
+7% +$20.2K ﹤0.01% 2771
2024
Q2 		$259K Buy
93,869
+9,479
+11% +$22.8K ﹤0.01% 2485
2024
Q1 		$169K Buy
84,390
+35,609
+73% +$53.2K ﹤0.01% 2612
2023
Q4 		$66.8K Hold
48,781
– – ﹤0.01% 2622
2023
Q3 		$57.1K Hold
48,781
– – ﹤0.01% 2466
2023
Q2 		$95.1K Sell
48,781
-12,446
-20% -$21K ﹤0.01% 2354
2023
Q1 		$133K Sell
61,227
-151,209
-71% -$244K ﹤0.01% 2211
2022
Q4 		$143K Buy
212,436
+167,373
+371% +$110K ﹤0.01% 2096
2022
Q3 		$33K Sell
45,063
-504
-1% -$837 ﹤0.01% 2151
2022
Q2 		$113K Buy
45,567
+193
+0.4% +$495 ﹤0.01% 1958
2022
Q1 		$127K Buy
45,374
+13,325
+42% +$64.2K ﹤0.01% 1964
2021
Q4 		$290K Sell
32,049
-22,331
-41% -$245K ﹤0.01% 1647
2021
Q3 		$703K Buy
54,380
+7,800
+17% +$117K ﹤0.01% 1123
2021
Q2 		$897K Buy
46,580
+1,975
+4% +$49.3K ﹤0.01% 981
2021
Q1 		$1.32M Buy
44,605
+14,285
+47% +$375K ﹤0.01% 902
2020
Q4 		$629K Buy
+30,320
New +$623K ﹤0.01% 1182

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

Creative Planning's SLQT Position: Q1 2026 in Review

Creative Planning increased its SelectQuote (SLQT) stake by 248% in Q1 2026, buying an estimated $443K and bringing the position to 591,589 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #3250.

Creative Planning first reported a position in SLQT in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.32M in Q1 2021. 150 funds tracked by Wall St. Rank hold SLQT as of Q1 2026.

  • Creative Planning held 591,589 shares of SelectQuote worth $372K as of Q1 2026.
  • Creative Planning bought 421,470 SelectQuote shares in Q1 2026, an estimated $443K.
  • SelectQuote made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3250 holding.
  • Creative Planning first reported a position in SelectQuote in Q4 2020 and has held it in 22 quarters since.
  • Creative Planning's SelectQuote position peaked at $1.32M in Q1 2021.
  • 150 funds tracked by Wall St. Rank held SelectQuote as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.