Capstone Investment Advisors
GSHD icon

Capstone Investment Advisors’s Goosehead Insurance GSHD Stock Holding History

Capstone Investment 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
-3,205
Closed -$338K – 1962
2025
Q2 		$338K Buy
+3,205
New +$340K ﹤0.01% 1332
2023
Q4 		– Sell
-3,997
Closed -$298K – 2223
2023
Q3 		$298K Buy
+3,997
New +$268K ﹤0.01% 1608

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

Capstone Investment Advisors's GSHD Position: Q3 2025 in Review

Capstone Investment Advisors sold out of Goosehead Insurance (GSHD) in Q3 2025, closing a stake of 3,205 shares — an estimated $338K sold.

Capstone Investment Advisors first reported a position in GSHD in Q3 2023 and held it in 2 quarters. The position peaked at $338K in Q2 2025. 261 funds tracked by Wall St. Rank hold GSHD as of Q3 2025.

  • Capstone Investment Advisors reported no remaining Goosehead Insurance position as of Q3 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 3,205 Goosehead Insurance shares in Q3 2025, an estimated $338K.
  • Capstone Investment Advisors first reported a position in Goosehead Insurance in Q3 2023 and held it in 2 quarters.
  • Capstone Investment Advisors's Goosehead Insurance position peaked at $338K in Q2 2025.
  • 261 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2025.

Based on Capstone Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.