TWD
SLQT icon

True Wealth Design’s SelectQuote SLQT Stock Holding History

True Wealth Design’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 		$111 Sell
272
-605
-69% -$387 ﹤0.01% 2432
2026
Q2 		$738 Buy
877
+400
+84% +$364 ﹤0.01% 2083
2026
Q1 		$301 Sell
477
-380
-44% -$399 ﹤0.01% 2216
2025
Q4 		$1.21K Sell
857
-702
-45% -$1.17K ﹤0.01% 1643
2025
Q3 		$3.06K Buy
1,559
+53
+4% +$112 ﹤0.01% 1303
2025
Q2 		$3.58K Buy
1,506
+187
+14% +$491 ﹤0.01% 943
2025
Q1 		$4.41K Hold
1,319
– – ﹤0.01% 724
2024
Q4 		$4.91K Hold
1,319
– – ﹤0.01% 537
2024
Q3 		$2.86K Buy
+1,319
New +$4.33K ﹤0.01% 694

Other funds holding SLQT

TWM
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design's SLQT Position: Q3 2026 in Review

True Wealth Design reduced its SelectQuote (SLQT) stake by 69% in Q3 2026, selling an estimated $387 and leaving 272 shares worth $111. The position accounts for ﹤0.01% of the portfolio, ranked #2432.

True Wealth Design first reported a position in SLQT in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.91K in Q4 2024. 8 funds tracked by Wall St. Rank hold SLQT as of Q3 2026.

  • True Wealth Design held 272 shares of SelectQuote worth $111 as of Q3 2026.
  • True Wealth Design sold 605 SelectQuote shares in Q3 2026, an estimated $387.
  • SelectQuote made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2432 holding.
  • True Wealth Design first reported a position in SelectQuote in Q3 2024 and has held it in 9 quarters since.
  • True Wealth Design's SelectQuote position peaked at $4.91K in Q4 2024.
  • 8 funds tracked by Wall St. Rank held SelectQuote as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.