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Moneta Group Investment Advisors’s SelectQuote SLQT Stock Holding History

Moneta Group 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
2026
Q1 		$44.2K Sell
70,256
-8,229
-10% -$8.64K ﹤0.01% 795
2025
Q4 		$111K Hold
78,485
– – ﹤0.01% 790
2025
Q3 		$154K Buy
78,485
+5,000
+7% +$10.6K ﹤0.01% 769
2025
Q2 		$175K Buy
73,485
+3,230
+5% +$8.48K ﹤0.01% 681
2025
Q1 		$235K Hold
70,255
– – ﹤0.01% 585
2024
Q4 		$261K Sell
70,255
-4,000
-5% -$10.2K ﹤0.01% 569
2024
Q3 		$161K Sell
74,255
-1,000
-1% -$3.28K ﹤0.01% 625
2024
Q2 		$208K Buy
75,255
+5,000
+7% +$12K ﹤0.01% 569
2024
Q1 		$141K Buy
70,255
+16,370
+30% +$24.5K ﹤0.01% 581
2023
Q4 		$73.8K Hold
53,885
– – ﹤0.01% 548
2023
Q3 		$63K Hold
53,885
– – ﹤0.01% 512
2023
Q2 		$105K Hold
53,885
– – ﹤0.01% 525
2023
Q1 		$117K Buy
53,885
+18,114
+51% +$29.2K ﹤0.01% 510
2022
Q4 		$30.8K Sell
35,771
-10,804
-23% -$7.07K ﹤0.01% 450
2022
Q3 		$34K Buy
46,575
+23,994
+106% +$39.9K ﹤0.01% 422
2022
Q2 		$56K Sell
22,581
-6,810
-23% -$17.5K ﹤0.01% 458
2022
Q1 		$82K Sell
29,391
-190
-0.6% -$916 ﹤0.01% 436
2021
Q4 		$268K Buy
29,581
+37
+0.1% +$406 0.01% 400
2021
Q3 		$382K Buy
29,544
+1
+0% +$15 0.02% 324
2021
Q2 		$569K Buy
29,543
+2,298
+8% +$57.3K 0.03% 264
2021
Q1 		$804K Sell
27,245
-4,514
-14% -$118K 0.04% 195
2020
Q4 		$659K Buy
+31,759
New +$652K 0.05% 172

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
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 $57.3B AUM 18.32% 1-Year Est. Return
OCM
Occam Crest Management Darien, Connecticut $165M AUM
DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Moneta Group Investment Advisors's SLQT Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its SelectQuote (SLQT) stake by 10% in Q1 2026, selling an estimated $8.64K and leaving 70,256 shares worth $44.2K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Moneta Group Investment Advisors first reported a position in SLQT in Q4 2020 and has held it in 22 quarters since. The position peaked at $804K in Q1 2021. 150 funds tracked by Wall St. Rank hold SLQT as of Q1 2026.

  • Moneta Group Investment Advisors held 70,256 shares of SelectQuote worth $44.2K as of Q1 2026.
  • Moneta Group Investment Advisors sold 8,229 SelectQuote shares in Q1 2026, an estimated $8.64K.
  • SelectQuote made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #795 holding.
  • Moneta Group Investment Advisors first reported a position in SelectQuote in Q4 2020 and has held it in 22 quarters since.
  • Moneta Group Investment Advisors's SelectQuote position peaked at $804K in Q1 2021.
  • 150 funds tracked by Wall St. Rank held SelectQuote as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.