Plan Group Financial’s SelectQuote SLQT Stock Holding History

Plan Group 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	$9.55K	Sell	11,359 -8,174	-42%	-$7.44K	﹤0.01%	248
2026 Q1	$12.3K	Hold	19,533	–	–	﹤0.01%	228
2025 Q4	$27.5K	Hold	19,533	–	–	0.01%	202
2025 Q3	$38.3K	Hold	19,533	–	–	0.01%	185
2025 Q2	$46.5K	Hold	19,533	–	–	0.02%	159
2025 Q1	$65.2K	Hold	19,533	–	–	0.02%	147
2024 Q4	$72.7K	Hold	19,533	–	–	0.04%	114
2024 Q3	$42.4K	Hold	19,533	–	–	0.02%	113
2024 Q2	$53.9K	Hold	19,533	–	–	0.03%	98
2024 Q1	$39.1K	Hold	19,533	–	–	0.03%	93
2023 Q4	$26.8K	Hold	19,533	–	–	0.02%	71
2023 Q3	$22.9K	Buy	+19,533	New	+$29.5K	0.02%	71

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

Plan Group Financial's SLQT Position: Q2 2026 in Review

Plan Group Financial reduced its SelectQuote (SLQT) stake by 42% in Q2 2026, selling an estimated $7.44K and leaving 11,359 shares worth $9.55K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Plan Group Financial first reported a position in SLQT in Q3 2023 and has held it in 12 quarters since. The position peaked at $72.7K in Q4 2024. 155 funds tracked by Wall St. Rank hold SLQT as of Q2 2026.

Plan Group Financial held 11,359 shares of SelectQuote worth $9.55K as of Q2 2026.
Plan Group Financial sold 8,174 SelectQuote shares in Q2 2026, an estimated $7.44K.
SelectQuote made up ﹤0.01% of Plan Group Financial's portfolio in Q2 2026, its #248 holding.
Plan Group Financial first reported a position in SelectQuote in Q3 2023 and has held it in 12 quarters since.
Plan Group Financial's SelectQuote position peaked at $72.7K in Q4 2024.
155 funds tracked by Wall St. Rank held SelectQuote as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.