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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ABI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

OCM

Occam Crest Management Darien, Connecticut $165M AUM

Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return

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

Plan Group Financial's SLQT Position: Q1 2026 in Review

Plan Group Financial held its SelectQuote (SLQT) position steady in Q1 2026 at 19,533 shares worth $12.3K. 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 11 quarters since. The position peaked at $72.7K in Q4 2024. 150 funds tracked by Wall St. Rank hold SLQT as of Q1 2026.

Plan Group Financial held 19,533 shares of SelectQuote worth $12.3K as of Q1 2026.
Plan Group Financial left its SelectQuote share count unchanged in Q1 2026.
SelectQuote made up ﹤0.01% of Plan Group Financial's portfolio in Q1 2026, its #228 holding.
Plan Group Financial first reported a position in SelectQuote in Q3 2023 and has held it in 11 quarters since.
Plan Group Financial's SelectQuote position peaked at $72.7K in Q4 2024.
150 funds tracked by Wall St. Rank held SelectQuote as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.