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Coppell Advisory Solutions’s Goosehead Insurance GSHD Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-2
Closed -$208 – 953
2024
Q4 		$208 Hold
2
– – ﹤0.01% 1833
2024
Q3 		$178 Hold
2
– – ﹤0.01% 1740
2024
Q2 		$115 Buy
+2
New +$120 ﹤0.01% 1699
2023
Q4 		$531 Buy
7
+2
+40% +$145 ﹤0.01% 1508
2023
Q3 		$172 Hold
5
– – ﹤0.01% 1124
2023
Q2 		$314 Buy
+5
New +$288 ﹤0.01% 1281
2023
Q1 		– Sell
-5
Closed -$172 – 572
2022
Q4 		$172 Buy
+5
New +$187 ﹤0.01% 1125

Other funds holding GSHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Coppell Advisory Solutions's GSHD Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Goosehead Insurance (GSHD) in Q1 2025, closing a stake of 2 shares — an estimated $208 sold.

Coppell Advisory Solutions first reported a position in GSHD in Q4 2022 and held it in 7 quarters. The position peaked at $531 in Q4 2023. 286 funds tracked by Wall St. Rank hold GSHD as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Goosehead Insurance position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 2 Goosehead Insurance shares in Q1 2025, an estimated $208.
  • Coppell Advisory Solutions first reported a position in Goosehead Insurance in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Goosehead Insurance position peaked at $531 in Q4 2023.
  • 286 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.