Alliance Wealth Advisors (Utah)’s Goosehead Insurance GSHD Stock Holding History

Alliance Wealth Advisors (Utah)’s Portfolio GSHD Stock Details GSHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,297	Closed	-$245K	–	273
2025 Q3	$245K	Sell	3,297 -824	-20%	-$72.6K	0.06%	244
2025 Q2	$435K	Sell	4,121 -332	-7%	-$35.2K	0.1%	179
2025 Q1	$526K	Sell	4,453 -116	-3%	-$13K	0.14%	156
2024 Q4	$490K	Sell	4,569 -97	-2%	-$10.6K	0.13%	161
2024 Q3	$417K	Sell	4,666 -263	-5%	-$20.8K	0.11%	171
2024 Q2	$283K	Buy	4,929 +1,111	+29%	+$66.7K	0.08%	197
2024 Q1	$254K	Sell	3,818 -86	-2%	-$6.57K	0.08%	213
2023 Q4	$296K	Buy	3,904 +105	+3%	+$7.59K	0.1%	195
2023 Q3	$283K	Buy	3,799 +7	+0.2%	+$470	0.1%	180
2023 Q2	$238K	Buy	+3,792	New	+$218K	0.09%	205

Other funds holding GSHD

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s GSHD Position: Q4 2025 in Review

Alliance Wealth Advisors (Utah) sold out of Goosehead Insurance (GSHD) in Q4 2025, closing a stake of 3,297 shares — an estimated $245K sold.

Alliance Wealth Advisors (Utah) first reported a position in GSHD in Q2 2023 and held it in 10 quarters. The position peaked at $526K in Q1 2025. 265 funds tracked by Wall St. Rank hold GSHD as of Q4 2025.

Alliance Wealth Advisors (Utah) reported no remaining Goosehead Insurance position as of Q4 2025 after selling out during the quarter.
Alliance Wealth Advisors (Utah) sold 3,297 Goosehead Insurance shares in Q4 2025, an estimated $245K.
Alliance Wealth Advisors (Utah) first reported a position in Goosehead Insurance in Q2 2023 and held it in 10 quarters.
Alliance Wealth Advisors (Utah)'s Goosehead Insurance position peaked at $526K in Q1 2025.
265 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q4 2025, filed 2 Feb 2026.