CT
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Clearstead Trust’s Goosehead Insurance GSHD Stock Holding History

Clearstead Trust’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
-7
Closed -$521 – 1224
2025
Q3 		$521 Hold
7
– – ﹤0.01% 1370
2025
Q2 		$739 Buy
+7
New +$742 ﹤0.01% 1242

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

Clearstead Trust's GSHD Position: Q4 2025 in Review

Clearstead Trust sold out of Goosehead Insurance (GSHD) in Q4 2025, closing a stake of 7 shares — an estimated $521 sold.

Clearstead Trust first reported a position in GSHD in Q2 2025 and held it in 2 quarters. The position peaked at $739 in Q2 2025. 265 funds tracked by Wall St. Rank hold GSHD as of Q4 2025.

  • Clearstead Trust reported no remaining Goosehead Insurance position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 7 Goosehead Insurance shares in Q4 2025, an estimated $521.
  • Clearstead Trust first reported a position in Goosehead Insurance in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Goosehead Insurance position peaked at $739 in Q2 2025.
  • 265 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.