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KCM Investment Advisors’s SelectQuote SLQT Stock Holding History

KCM Investment 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
2025
Q1 		– Sell
-47,608
Closed -$177K – 377
2024
Q4 		$177K Sell
47,608
-232,392
-83% -$593K 0.01% 360
2024
Q3 		$608K Buy
+280,000
New +$918K 0.02% 250
2023
Q2 		– Sell
-280,000
Closed -$608K – 408
2023
Q1 		$608K Buy
+280,000
New +$452K 0.02% 248

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

KCM Investment Advisors's SLQT Position: Q1 2025 in Review

KCM Investment Advisors sold out of SelectQuote (SLQT) in Q1 2025, closing a stake of 47,608 shares — an estimated $177K sold.

KCM Investment Advisors first reported a position in SLQT in Q1 2023 and held it in 3 quarters. The position peaked at $608K in Q3 2024. 179 funds tracked by Wall St. Rank hold SLQT as of Q1 2025.

  • KCM Investment Advisors reported no remaining SelectQuote position as of Q1 2025 after selling out during the quarter.
  • KCM Investment Advisors sold 47,608 SelectQuote shares in Q1 2025, an estimated $177K.
  • KCM Investment Advisors first reported a position in SelectQuote in Q1 2023 and held it in 3 quarters.
  • KCM Investment Advisors's SelectQuote position peaked at $608K in Q3 2024.
  • 179 funds tracked by Wall St. Rank held SelectQuote as of Q1 2025.

Based on KCM Investment Advisors's 13F filing for Q1 2025, filed 14 May 2025.