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Blue Trust Inc’s Goosehead Insurance GSHD Stock Holding History

Blue Trust Inc’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
2026
Q2 		– Sell
-2
Closed -$85 – 2538
2026
Q1 		$85 Sell
2
-3
-60% -$168 ﹤0.01% 2459
2025
Q4 		$368 Buy
+5
New +$356 ﹤0.01% 2433
2024
Q4 		– Sell
-474
Closed -$27.2K – 2659
2024
Q3 		$27.2K Buy
474
+403
+568% +$31.9K ﹤0.01% 1827
2024
Q2 		$4.73K Buy
71
+56
+373% +$3.36K ﹤0.01% 2217
2024
Q1 		$999 Sell
15
-13
-46% -$993 ﹤0.01% 1950
2023
Q4 		$2K Buy
28
+13
+87% +$939 ﹤0.01% 2148
2023
Q3 		$1K Buy
+15
New +$1.01K ﹤0.01% 1919
2023
Q1 		– Sell
-11
Closed – – 2439
2022
Q4 		$0 Hold
11
– – ﹤0.01% 2326
2022
Q3 		$1K Buy
11
+8
+267% +$415 ﹤0.01% 1927
2022
Q2 		$0 Buy
+3
New +$164 ﹤0.01% 1929

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
LEP
Langdon Equity Partners Toronto $179M AUM

Blue Trust Inc's GSHD Position: Q2 2026 in Review

Blue Trust Inc sold out of Goosehead Insurance (GSHD) in Q2 2026, closing a stake of 2 shares — an estimated $85 sold.

Blue Trust Inc first reported a position in GSHD in Q2 2022 and held it in 10 quarters. The position peaked at $27.2K in Q3 2024. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Blue Trust Inc reported no remaining Goosehead Insurance position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 2 Goosehead Insurance shares in Q2 2026, an estimated $85.
  • Blue Trust Inc first reported a position in Goosehead Insurance in Q2 2022 and held it in 10 quarters.
  • Blue Trust Inc's Goosehead Insurance position peaked at $27.2K in Q3 2024.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.