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Integrated Wealth Concepts’s SelectQuote SLQT Stock Holding History

Integrated Wealth Concepts’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
2025
Q3 		– Sell
-11,251
Closed -$26.8K – 2091
2025
Q2 		$26.8K Buy
+11,251
New +$29.5K ﹤0.01% 1878

Other funds holding SLQT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
OCM
Occam Crest Management Darien, Connecticut $165M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Integrated Wealth Concepts's SLQT Position: Q3 2025 in Review

Integrated Wealth Concepts sold out of SelectQuote (SLQT) in Q3 2025, closing a stake of 11,251 shares — an estimated $26.8K sold.

Integrated Wealth Concepts first reported a position in SLQT in Q2 2025 and held it in 1 quarter. The position peaked at $26.8K in Q2 2025. 171 funds tracked by Wall St. Rank hold SLQT as of Q3 2025.

  • Integrated Wealth Concepts reported no remaining SelectQuote position as of Q3 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 11,251 SelectQuote shares in Q3 2025, an estimated $26.8K.
  • Integrated Wealth Concepts first reported a position in SelectQuote in Q2 2025 and held it in 1 quarter.
  • Integrated Wealth Concepts's SelectQuote position peaked at $26.8K in Q2 2025.
  • 171 funds tracked by Wall St. Rank held SelectQuote as of Q3 2025.

Based on Integrated Wealth Concepts's 13F filing for Q3 2025, filed 14 Nov 2025.