Summit Securities Group’s SelectQuote SLQT Stock Holding History

Summit Securities 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
2025 Q4	–	Sell	-409	Closed	-$802	–	1230
2025 Q3	$802	Buy	+409	New	+$865	﹤0.01%	962

Other funds holding SLQT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

OCM

Occam Crest Management Darien, Connecticut $165M AUM

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Summit Securities Group's SLQT Position: Q4 2025 in Review

Summit Securities Group sold out of SelectQuote (SLQT) in Q4 2025, closing a stake of 409 shares — an estimated $802 sold.

Summit Securities Group first reported a position in SLQT in Q3 2025 and held it in 1 quarter. The position peaked at $802 in Q3 2025. 153 funds tracked by Wall St. Rank hold SLQT as of Q4 2025.

Summit Securities Group reported no remaining SelectQuote position as of Q4 2025 after selling out during the quarter.
Summit Securities Group sold 409 SelectQuote shares in Q4 2025, an estimated $802.
Summit Securities Group first reported a position in SelectQuote in Q3 2025 and held it in 1 quarter.
Summit Securities Group's SelectQuote position peaked at $802 in Q3 2025.
153 funds tracked by Wall St. Rank held SelectQuote as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.