IHT Wealth Management’s SelectQuote SLQT Stock Holding History

IHT Wealth Management’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	–	Sell	-41,605	Closed	-$58.7K	–	1331
2025 Q4	$58.7K	Sell	41,605 -58,000	-58%	-$97K	﹤0.01%	1163
2025 Q3	$195K	Hold	99,605	–	–	﹤0.01%	1123
2025 Q2	$237K	Sell	99,605 -12,500	-11%	-$32.8K	0.01%	1006
2025 Q1	$374K	Buy	112,105 +35,000	+45%	+$148K	0.01%	773
2024 Q4	$287K	Sell	77,105 -17,500	-18%	-$44.6K	0.01%	869
2024 Q3	$205K	Buy	94,605 +24,605	+35%	+$80.7K	0.01%	1080
2024 Q2	$193K	Buy	70,000 +30,000	+75%	+$72.2K	0.01%	964
2024 Q1	$80K	Buy	+40,000	New	+$59.8K	﹤0.01%	981
2023 Q4	–	Sell	-25,000	Closed	-$29.3K	–	1023
2023 Q3	$29.3K	Sell	25,000 -10,000	-29%	-$15.1K	﹤0.01%	954
2023 Q2	$68.3K	Buy	+35,000	New	+$58.9K	﹤0.01%	943

Other funds holding SLQT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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 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

Occam Crest Management Darien, Connecticut $161M AUM

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