Occam Crest Management’s SelectQuote SLQT Stock Holding History

Occam Crest 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 Q2	$382K	Sell	550,000 -1,450,000	-73%	-$1.32M	0.2%	29
2026 Q1	$1.26M	Sell	2,000,000 -88,465	-4%	-$92.9K	0.76%	24
2025 Q4	$2.94M	Sell	2,088,465 -432,854	-17%	-$724K	2.04%	18
2025 Q3	$4.94M	Buy	+2,521,319	New	+$5.33M	3%	12

Other funds holding SLQT

ABI

Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Occam Crest Management's SLQT Position: Q2 2026 in Review

Occam Crest Management reduced its SelectQuote (SLQT) stake by 73% in Q2 2026, selling an estimated $1.32M and leaving 550,000 shares worth $382K. The position accounts for 0.2% of the portfolio, ranked #29.

Occam Crest Management first reported a position in SLQT in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.94M in Q3 2025. 156 funds tracked by Wall St. Rank hold SLQT as of Q2 2026.

Occam Crest Management held 550,000 shares of SelectQuote worth $382K as of Q2 2026.
Occam Crest Management sold 1,450,000 SelectQuote shares in Q2 2026, an estimated $1.32M.
SelectQuote made up 0.2% of Occam Crest Management's portfolio in Q2 2026, its #29 holding.
Occam Crest Management first reported a position in SelectQuote in Q3 2025 and has held it in 4 quarters since.
Occam Crest Management's SelectQuote position peaked at $4.94M in Q3 2025.
156 funds tracked by Wall St. Rank held SelectQuote as of Q2 2026.

Based on Occam Crest Management's 13F filing for Q2 2026, filed 14 Aug 2026.