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Atomi Financial Group’s Goosehead Insurance GSHD Stock Holding History

Atomi Financial Group’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
-3,068
Closed -$228K – 1241
2025
Q3 		$228K Sell
3,068
-755
-20% -$66.5K 0.01% 1044
2025
Q2 		$403K Sell
3,823
-149
-4% -$15.8K 0.02% 678
2025
Q1 		$469K Buy
3,972
+510
+15% +$57.2K 0.02% 564
2024
Q4 		$371K Buy
3,462
+385
+13% +$42K 0.02% 613
2024
Q3 		$275K Buy
+3,077
New +$244K 0.02% 707

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

Atomi Financial Group's GSHD Position: Q4 2025 in Review

Atomi Financial Group sold out of Goosehead Insurance (GSHD) in Q4 2025, closing a stake of 3,068 shares — an estimated $228K sold.

Atomi Financial Group first reported a position in GSHD in Q3 2024 and held it in 5 quarters. The position peaked at $469K in Q1 2025. 265 funds tracked by Wall St. Rank hold GSHD as of Q4 2025.

  • Atomi Financial Group reported no remaining Goosehead Insurance position as of Q4 2025 after selling out during the quarter.
  • Atomi Financial Group sold 3,068 Goosehead Insurance shares in Q4 2025, an estimated $228K.
  • Atomi Financial Group first reported a position in Goosehead Insurance in Q3 2024 and held it in 5 quarters.
  • Atomi Financial Group's Goosehead Insurance position peaked at $469K in Q1 2025.
  • 265 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2025.

Based on Atomi Financial Group's 13F filing for Q4 2025, filed 19 Feb 2026.