Opes Wealth Management’s SelectQuote SLQT Stock Holding History

Opes Wealth 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 Q1	$37.5K	Hold	59,520	–	–	0.01%	146
2025 Q4	$83.9K	Hold	59,520	–	–	0.01%	147
2025 Q3	$117K	Hold	59,520	–	–	0.02%	143
2025 Q2	$142K	Hold	59,520	–	–	0.03%	145
2025 Q1	$199K	Hold	59,520	–	–	0.04%	142
2024 Q4	$221K	Hold	59,520	–	–	0.05%	129
2024 Q3	$129K	Hold	59,520	–	–	0.02%	140
2024 Q2	$164K	Hold	59,520	–	–	0.03%	133
2024 Q1	$119K	Hold	59,520	–	–	0.03%	132
2023 Q4	$81.5K	Hold	59,520	–	–	0.02%	126
2023 Q3	$69.6K	Hold	59,520	–	–	0.02%	121
2023 Q2	$116K	Hold	59,520	–	–	0.03%	121
2023 Q1	$129K	Buy	+59,520	New	+$96K	0.04%	108

Other funds holding SLQT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

Occam Crest Management Darien, Connecticut $161M AUM

Diametric Capital Boston, Massachusetts $382M AUM 31.69% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return