FFA
GSHD icon

Farther Finance Advisors’s Goosehead Insurance GSHD Stock Holding History

Farther Finance 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
2026
Q3 		$12.8K Sell
282
-20
-7% -$1.2K ﹤0.01% 4467
2026
Q2 		$14.6K Buy
302
+244
+421% +$10.1K ﹤0.01% 4184
2026
Q1 		$2.42K Buy
58
+19
+49% +$1.06K ﹤0.01% 4827
2025
Q4 		$2.87K Buy
39
+10
+34% +$712 ﹤0.01% 4550
2025
Q3 		$2.16K Buy
29
+1
+4% +$88 ﹤0.01% 4111
2025
Q2 		$2.95K Sell
28
-23
-45% -$2.44K ﹤0.01% 3565
2025
Q1 		$6.02K Buy
51
+25
+96% +$2.81K ﹤0.01% 2962
2024
Q4 		$2.79K Hold
26
– – ﹤0.01% 2883
2024
Q3 		$2.32K Buy
26
+2
+8% +$158 ﹤0.01% 2946
2024
Q2 		$1.34K Buy
24
+15
+167% +$900 ﹤0.01% 2958
2024
Q1 		$620 Hold
9
– – ﹤0.01% 2951
2023
Q4 		$682 Hold
9
– – ﹤0.01% 2869
2023
Q3 		$671 Hold
9
– – ﹤0.01% 2190
2023
Q2 		$566 Hold
9
– – ﹤0.01% 2114
2023
Q1 		$470 Hold
9
– – ﹤0.01% 2021
2022
Q4 		$309 Buy
+9
New +$337 ﹤0.01% 1943

Other funds holding GSHD

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Farther Finance Advisors's GSHD Position: Q3 2026 in Review

Farther Finance Advisors reduced its Goosehead Insurance (GSHD) stake by 6.6% in Q3 2026, selling an estimated $1.2K and leaving 282 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4467.

Farther Finance Advisors first reported a position in GSHD in Q4 2022 and has held it in 16 quarters since. The position peaked at $14.6K in Q2 2026. 7 funds tracked by Wall St. Rank hold GSHD as of Q3 2026.

  • Farther Finance Advisors held 282 shares of Goosehead Insurance worth $12.8K as of Q3 2026.
  • Farther Finance Advisors sold 20 Goosehead Insurance shares in Q3 2026, an estimated $1.2K.
  • Goosehead Insurance made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4467 holding.
  • Farther Finance Advisors first reported a position in Goosehead Insurance in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Goosehead Insurance position peaked at $14.6K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.