SageView Advisory Group
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SageView Advisory Group’s SelectQuote SLQT Stock Holding History

SageView Advisory Group’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 		– Sell
-1,800
Closed -$2.54K – 2126
2025
Q4 		$2.54K Buy
+1,800
New +$3.01K ﹤0.01% 2170

Other funds holding SLQT

BlackRock
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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CAPTRUST Financial Advisors
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
DC
Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SageView Advisory Group's SLQT Position: Q1 2026 in Review

SageView Advisory Group sold out of SelectQuote (SLQT) in Q1 2026, closing a stake of 1,800 shares — an estimated $2.54K sold.

SageView Advisory Group first reported a position in SLQT in Q4 2025 and held it in 1 quarter. The position peaked at $2.54K in Q4 2025. 152 funds tracked by Wall St. Rank hold SLQT as of Q1 2026.

  • SageView Advisory Group reported no remaining SelectQuote position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,800 SelectQuote shares in Q1 2026, an estimated $2.54K.
  • SageView Advisory Group first reported a position in SelectQuote in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's SelectQuote position peaked at $2.54K in Q4 2025.
  • 152 funds tracked by Wall St. Rank held SelectQuote as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.