Steward Partners Investment Advisory’s SelectQuote SLQT Stock Holding History

Steward Partners Investment Advisory’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	-30	Closed	-$42	–	4548
2025 Q4	$42	Buy	+30	New	+$50	﹤0.01%	4257
2023 Q4	–	Sell	-150	Closed	-$176	–	3573
2023 Q3	$176	Hold	150	–	–	﹤0.01%	3301
2023 Q2	$293	Hold	150	–	–	﹤0.01%	3220
2023 Q1	$326	Hold	150	–	–	﹤0.01%	3200
2022 Q4	$101	Sell	150 -400	-73%	-$262	﹤0.01%	3294
2022 Q3	$0	Hold	550	–	–	﹤0.01%	3369
2022 Q2	$1K	Hold	550	–	–	﹤0.01%	3163
2022 Q1	$2K	Hold	550	–	–	﹤0.01%	3113
2021 Q4	$5K	Hold	550	–	–	﹤0.01%	2839
2021 Q3	$7K	Sell	550 -100	-15%	-$1.51K	﹤0.01%	2722
2021 Q2	$13K	Sell	650 -100	-13%	-$2.5K	﹤0.01%	5665
2021 Q1	$22.1K	Buy	750 +450	+150%	+$11.8K	﹤0.01%	2419
2020 Q4	$6K	Hold	300	–	–	﹤0.01%	2480
2020 Q3	$6K	Buy	+300	New	+$6.25K	﹤0.01%	2316

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

Steward Partners Investment Advisory's SLQT Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of SelectQuote (SLQT) in Q1 2026, closing a stake of 30 shares — an estimated $42 sold.

Steward Partners Investment Advisory first reported a position in SLQT in Q3 2020 and held it in 14 quarters. The position peaked at $22.1K in Q1 2021. 152 funds tracked by Wall St. Rank hold SLQT as of Q1 2026.

Steward Partners Investment Advisory reported no remaining SelectQuote position as of Q1 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 30 SelectQuote shares in Q1 2026, an estimated $42.
Steward Partners Investment Advisory first reported a position in SelectQuote in Q3 2020 and held it in 14 quarters.
Steward Partners Investment Advisory's SelectQuote position peaked at $22.1K in Q1 2021.
152 funds tracked by Wall St. Rank held SelectQuote as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.