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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

OCM

Occam Crest Management Darien, Connecticut $193M AUM 233.09% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Opes Wealth Management's SLQT Position: Q1 2026 in Review

Opes Wealth Management held its SelectQuote (SLQT) position steady in Q1 2026 at 59,520 shares worth $37.5K. The position accounts for 0.01% of the portfolio, ranked #146.

Opes Wealth Management first reported a position in SLQT in Q1 2023 and has held it in 13 quarters since. The position peaked at $221K in Q4 2024. 152 funds tracked by Wall St. Rank hold SLQT as of Q1 2026.

Opes Wealth Management held 59,520 shares of SelectQuote worth $37.5K as of Q1 2026.
Opes Wealth Management left its SelectQuote share count unchanged in Q1 2026.
SelectQuote made up 0.01% of Opes Wealth Management's portfolio in Q1 2026, its #146 holding.
Opes Wealth Management first reported a position in SelectQuote in Q1 2023 and has held it in 13 quarters since.
Opes Wealth Management's SelectQuote position peaked at $221K in Q4 2024.
152 funds tracked by Wall St. Rank held SelectQuote as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.