Cetera Investment Advisers
GSHD icon

Cetera Investment Advisers’s Goosehead Insurance GSHD Stock Holding History

Cetera Investment Advisers’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
Q1 		– Sell
-3,301
Closed -$243K – 4869
2025
Q4 		$243K Sell
3,301
-258
-7% -$18.4K ﹤0.01% 4077
2025
Q3 		$265K Buy
3,559
+95
+3% +$8.37K ﹤0.01% 3938
2025
Q2 		$365K Buy
3,464
+446
+15% +$47.2K ﹤0.01% 3224
2025
Q1 		$356K Sell
3,018
-1,676
-36% -$188K ﹤0.01% 3124
2024
Q4 		$503K Sell
4,694
-2,886
-38% -$315K ﹤0.01% 2680
2024
Q3 		$677K Sell
7,580
-2,110
-22% -$167K ﹤0.01% 2407
2024
Q2 		$557K Sell
9,690
-296
-3% -$17.8K ﹤0.01% 2503
2024
Q1 		$665K Buy
+9,986
New +$763K ﹤0.01% 2386
2021
Q4 		– Sell
-1,642
Closed -$250K – 1897
2021
Q3 		$250K Sell
1,642
-417
-20% -$56.2K ﹤0.01% 1549
2021
Q2 		$262K Buy
+2,059
New +$210K ﹤0.01% 1500

Other funds holding GSHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LEP
Langdon Equity Partners Toronto $134M AUM

Cetera Investment Advisers's GSHD Position: Q1 2026 in Review

Cetera Investment Advisers sold out of Goosehead Insurance (GSHD) in Q1 2026, closing a stake of 3,301 shares — an estimated $243K sold.

Cetera Investment Advisers first reported a position in GSHD in Q2 2021 and held it in 10 quarters. The position peaked at $677K in Q3 2024. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

  • Cetera Investment Advisers reported no remaining Goosehead Insurance position as of Q1 2026 after selling out during the quarter.
  • Cetera Investment Advisers sold 3,301 Goosehead Insurance shares in Q1 2026, an estimated $243K.
  • Cetera Investment Advisers first reported a position in Goosehead Insurance in Q2 2021 and held it in 10 quarters.
  • Cetera Investment Advisers's Goosehead Insurance position peaked at $677K in Q3 2024.
  • 218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.