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 Q3	$3.45K	Hold	11,359	–	–	﹤0.01%	228
2026 Q2	$9.6K	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

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Plan Group Financial's SLQT Position: Q3 2026 in Review

Plan Group Financial held its SelectQuote (SLQT) position steady in Q3 2026 at 11,359 shares worth $3.45K. The position accounts for ﹤0.01% of the portfolio, ranked #228.

Plan Group Financial first reported a position in SLQT in Q3 2023 and has held it in 13 quarters since. The position peaked at $72.7K in Q4 2024. 13 funds tracked by Wall St. Rank hold SLQT as of Q3 2026.

Plan Group Financial held 11,359 shares of SelectQuote worth $3.45K as of Q3 2026.
Plan Group Financial left its SelectQuote share count unchanged in Q3 2026.
SelectQuote made up ﹤0.01% of Plan Group Financial's portfolio in Q3 2026, its #228 holding.
Plan Group Financial first reported a position in SelectQuote in Q3 2023 and has held it in 13 quarters since.
Plan Group Financial's SelectQuote position peaked at $72.7K in Q4 2024.
13 funds tracked by Wall St. Rank held SelectQuote as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.