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Equitable Trust’s Goosehead Insurance GSHD Stock Holding History

Equitable 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
Q2 		– Sell
-5,460
Closed -$645K – 449
2025
Q1 		$645K Sell
5,460
-1,881
-26% -$211K 0.04% 272
2024
Q4 		$787K Sell
7,341
-977
-12% -$107K 0.04% 256
2024
Q3 		$743K Sell
8,318
-2,532
-23% -$200K 0.05% 240
2024
Q2 		$623K Buy
10,850
+98
+0.9% +$5.88K 0.04% 261
2024
Q1 		$716K Buy
10,752
+543
+5% +$41.5K 0.05% 238
2023
Q4 		$774K Sell
10,209
-3,254
-24% -$235K 0.06% 216
2023
Q3 		$1M Sell
13,463
-1,958
-13% -$131K 0.08% 165
2023
Q2 		$970K Hold
15,421
– – 0.07% 169
2023
Q1 		$805K Sell
15,421
-1,809
-10% -$78.5K 0.06% 196
2022
Q4 		$592K Sell
17,230
-8,339
-33% -$312K 0.05% 240
2022
Q3 		$911K Buy
25,569
+1,395
+6% +$72.4K 0.08% 177
2022
Q2 		$1.1M Buy
24,174
+18,750
+346% +$1.02M 0.08% 168
2022
Q1 		$426K Buy
5,424
+3,736
+221% +$332K 0.03% 272
2021
Q4 		$220K Sell
1,688
-255
-13% -$36.6K 0.01% 352
2021
Q3 		$296K Hold
1,943
– – 0.02% 306
2021
Q2 		$247K Buy
+1,943
New +$198K 0.02% 329
2021
Q1 		– Sell
-4,208
Closed -$525K – 362
2020
Q4 		$525K Buy
4,208
+368
+10% +$42.1K 0.04% 247
2020
Q3 		$333K Buy
3,840
+440
+13% +$40.1K 0.03% 266
2020
Q2 		$256K Sell
3,400
-6,075
-64% -$352K 0.02% 279
2020
Q1 		$423K Buy
9,475
+2,750
+41% +$136K 0.05% 225
2019
Q4 		$285K Hold
6,725
– – 0.03% 249
2019
Q3 		$332K Hold
6,725
– – 0.04% 228
2019
Q2 		$321K Buy
+6,725
New +$234K 0.03% 233

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 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 $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Equitable Trust's GSHD Position: Q2 2025 in Review

Equitable Trust sold out of Goosehead Insurance (GSHD) in Q2 2025, closing a stake of 5,460 shares — an estimated $645K sold.

Equitable Trust first reported a position in GSHD in Q2 2019 and held it in 23 quarters. The position peaked at $1.1M in Q2 2022. 276 funds tracked by Wall St. Rank hold GSHD as of Q2 2025.

  • Equitable Trust reported no remaining Goosehead Insurance position as of Q2 2025 after selling out during the quarter.
  • Equitable Trust sold 5,460 Goosehead Insurance shares in Q2 2025, an estimated $645K.
  • Equitable Trust first reported a position in Goosehead Insurance in Q2 2019 and held it in 23 quarters.
  • Equitable Trust's Goosehead Insurance position peaked at $1.1M in Q2 2022.
  • 276 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2025.

Based on Equitable Trust's 13F filing for Q2 2025, filed 23 Jul 2025.