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ALPS Advisors’s Goosehead Insurance GSHD Stock Holding History

ALPS Advisors’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
Q3 		– Sell
-3,138
Closed -$331K – 1084
2025
Q2 		$331K Buy
3,138
+38
+1% +$4.03K ﹤0.01% 900
2025
Q1 		$366K Buy
+3,100
New +$348K ﹤0.01% 690

Other funds holding GSHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital World Investors
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

ALPS Advisors's GSHD Position: Q3 2025 in Review

ALPS Advisors sold out of Goosehead Insurance (GSHD) in Q3 2025, closing a stake of 3,138 shares — an estimated $331K sold.

ALPS Advisors first reported a position in GSHD in Q1 2025 and held it in 2 quarters. The position peaked at $366K in Q1 2025. 261 funds tracked by Wall St. Rank hold GSHD as of Q3 2025.

  • ALPS Advisors reported no remaining Goosehead Insurance position as of Q3 2025 after selling out during the quarter.
  • ALPS Advisors sold 3,138 Goosehead Insurance shares in Q3 2025, an estimated $331K.
  • ALPS Advisors first reported a position in Goosehead Insurance in Q1 2025 and held it in 2 quarters.
  • ALPS Advisors's Goosehead Insurance position peaked at $366K in Q1 2025.
  • 261 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2025.

Based on ALPS Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.