LPL Financial
SLQT icon

LPL Financial’s SelectQuote SLQT Stock Holding History

LPL Financial’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
Q2 		$83.8K Buy
99,650
+15,140
+18% +$13.8K ﹤0.01% 5943
2026
Q1 		$53.2K Buy
84,510
+42,860
+103% +$45K ﹤0.01% 5775
2025
Q4 		$58.7K Sell
41,650
-10,075
-19% -$16.9K ﹤0.01% 5683
2025
Q3 		$101K Sell
51,725
-1,425
-3% -$3.01K ﹤0.01% 5513
2025
Q2 		$126K Buy
53,150
+13,000
+32% +$34.1K ﹤0.01% 5219
2025
Q1 		$134K Hold
40,150
– – ﹤0.01% 4976
2024
Q4 		$149K Hold
40,150
– – ﹤0.01% 4896
2024
Q3 		$87.1K Sell
40,150
-100
-0.2% -$328 ﹤0.01% 4916
2024
Q2 		$111K Buy
40,250
+150
+0.4% +$361 ﹤0.01% 4722
2024
Q1 		$80.2K Sell
40,100
-9
-0% -$13 ﹤0.01% 4712
2023
Q4 		$54.9K Buy
40,109
+9
+0% +$12 ﹤0.01% 4640
2023
Q3 		$46.9K Buy
40,100
+9,875
+33% +$14.9K ﹤0.01% 4526
2023
Q2 		$58.9K Buy
30,225
+20,000
+196% +$33.7K ﹤0.01% 4406
2023
Q1 		$22.2K Buy
+10,225
New +$16.5K ﹤0.01% 4397

Other funds holding SLQT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return
BMCM
Bryn Mawr Capital Management Philadelphia, Pennsylvania $2.29B AUM 26.05% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
SCA
SMH Capital Advisors Fort Worth, Texas $25.5M AUM 4.53% 1-Year Est. Return

LPL Financial's SLQT Position: Q2 2026 in Review

LPL Financial increased its SelectQuote (SLQT) stake by 18% in Q2 2026, buying an estimated $13.8K and bringing the position to 99,650 shares worth $83.8K. The position accounts for ﹤0.01% of the portfolio, ranked #5943.

LPL Financial first reported a position in SLQT in Q1 2023 and has held it in 14 quarters since. The position peaked at $149K in Q4 2024. 55 funds tracked by Wall St. Rank hold SLQT as of Q2 2026.

  • LPL Financial held 99,650 shares of SelectQuote worth $83.8K as of Q2 2026.
  • LPL Financial bought 15,140 SelectQuote shares in Q2 2026, an estimated $13.8K.
  • SelectQuote made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5943 holding.
  • LPL Financial first reported a position in SelectQuote in Q1 2023 and has held it in 14 quarters since.
  • LPL Financial's SelectQuote position peaked at $149K in Q4 2024.
  • 55 funds tracked by Wall St. Rank held SelectQuote as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.