EWA
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EverSource Wealth Advisors’s SelectQuote SLQT Stock Holding History

EverSource Wealth Advisors’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 		$1.14K Buy
1,817
+1,119
+160% +$1.18K ﹤0.01% 3805
2025
Q4 		$984 Sell
698
-1,651
-70% -$2.76K ﹤0.01% 3714
2025
Q3 		$4.6K Sell
2,349
-913
-28% -$1.93K ﹤0.01% 3195
2025
Q2 		$7.76K Buy
3,262
+3,159
+3,067% +$8.29K ﹤0.01% 2968
2025
Q1 		$344 Buy
+103
New +$437 ﹤0.01% 3573
2022
Q2 		– Sell
-259
Closed -$1K – 1877
2022
Q1 		$1K Hold
259
– – ﹤0.01% 1665
2021
Q4 		$2K Buy
+259
New +$2.84K ﹤0.01% 1620

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