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Essential Partners’s SelectQuote SLQT Stock Holding History

Essential Partners’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
Q3 		$323 Sell
798
-2,337
-75% -$1.49K ﹤0.01% 2503
2026
Q2 		$2.64K Buy
3,135
+1,482
+90% +$1.35K ﹤0.01% 1858
2026
Q1 		$1.04K Buy
1,653
+1,224
+285% +$1.28K ﹤0.01% 2232
2025
Q4 		$605 Sell
429
-879
-67% -$1.47K ﹤0.01% 2183
2025
Q3 		$2.56K Sell
1,308
-1,614
-55% -$3.41K ﹤0.01% 1708
2025
Q2 		$6.95K Buy
+2,922
New +$7.67K ﹤0.01% 956

Other funds holding SLQT

TWM
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's SLQT Position: Q3 2026 in Review

Essential Partners reduced its SelectQuote (SLQT) stake by 75% in Q3 2026, selling an estimated $1.49K and leaving 798 shares worth $323. The position accounts for ﹤0.01% of the portfolio, ranked #2503.

Essential Partners first reported a position in SLQT in Q2 2025 and has held it in 6 quarters since. The position peaked at $6.95K in Q2 2025. 8 funds tracked by Wall St. Rank hold SLQT as of Q3 2026.

  • Essential Partners held 798 shares of SelectQuote worth $323 as of Q3 2026.
  • Essential Partners sold 2,337 SelectQuote shares in Q3 2026, an estimated $1.49K.
  • SelectQuote made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2503 holding.
  • Essential Partners first reported a position in SelectQuote in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's SelectQuote position peaked at $6.95K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held SelectQuote as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.