Fidelity Investments
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Fidelity Investments’s Goosehead Insurance GSHD Stock Holding History

Fidelity Investments’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 		$83.8K Sell
1,965
-16,823
-90% -$941K ﹤0.01% 3870
2025
Q4 		$1.38M Buy
18,788
+17,208
+1,089% +$1.23M ﹤0.01% 2733
2025
Q3 		$118K Sell
1,580
-593
-27% -$52.2K ﹤0.01% 3604
2025
Q2 		$229K Buy
2,173
+123
+6% +$13K ﹤0.01% 3260
2025
Q1 		$242K Buy
2,050
+461
+29% +$51.7K ﹤0.01% 3170
2024
Q4 		$170K Buy
1,589
+143
+10% +$15.6K ﹤0.01% 3331
2024
Q3 		$129K Buy
1,446
+512
+55% +$40.5K ﹤0.01% 3359
2024
Q2 		$53.7K Sell
934
-38,784
-98% -$2.33M ﹤0.01% 3580
2024
Q1 		$2.65M Sell
39,718
-18,470
-32% -$1.41M ﹤0.01% 2253
2023
Q4 		$4.41M Sell
58,188
-12,104
-17% -$875K ﹤0.01% 2100
2023
Q3 		$5.24M Buy
70,292
+55,747
+383% +$3.74M ﹤0.01% 2032
2023
Q2 		$915K Buy
14,545
+14,032
+2,735% +$807K ﹤0.01% 2495
2023
Q1 		$26.8K Buy
513
+68
+15% +$2.95K ﹤0.01% 3713
2022
Q4 		$15.3K Sell
445
-219,231
-100% -$8.21M ﹤0.01% 3870
2022
Q3 		$7.83M Buy
219,676
+41,920
+24% +$2.18M ﹤0.01% 2007
2022
Q2 		$8.12M Sell
177,756
-412,028
-70% -$22.5M ﹤0.01% 2063
2022
Q1 		$46.3M Sell
589,784
-393,965
-40% -$35M ﹤0.01% 1424
2021
Q4 		$128M Buy
983,749
+23,763
+2% +$3.41M 0.01% 998
2021
Q3 		$146M Sell
959,986
-266,203
-22% -$35.9M 0.01% 944
2021
Q2 		$156M Sell
1,226,189
-432,081
-26% -$44M 0.01% 918
2021
Q1 		$178M Buy
1,658,270
+453,821
+38% +$61.4M 0.02% 834
2020
Q4 		$150M Buy
1,204,449
+1,203,771
+177,547% +$138M 0.01% 865
2020
Q3 		$59K Sell
678
-164
-19% -$14.9K ﹤0.01% 2860
2020
Q2 		$63K Sell
842
-1,297
-61% -$75.2K ﹤0.01% 2778
2020
Q1 		$95K Buy
+2,139
New +$106K ﹤0.01% 2680

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

Fidelity Investments's GSHD Position: Q1 2026 in Review

Fidelity Investments reduced its Goosehead Insurance (GSHD) stake by 90% in Q1 2026, selling an estimated $941K and leaving 1,965 shares worth $83.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3870.

Fidelity Investments first reported a position in GSHD in Q1 2020 and has held it in 25 quarters since. The position peaked at $178M in Q1 2021. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

  • Fidelity Investments held 1,965 shares of Goosehead Insurance worth $83.8K as of Q1 2026.
  • Fidelity Investments sold 16,823 Goosehead Insurance shares in Q1 2026, an estimated $941K.
  • Goosehead Insurance made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3870 holding.
  • Fidelity Investments first reported a position in Goosehead Insurance in Q1 2020 and has held it in 25 quarters since.
  • Fidelity Investments's Goosehead Insurance position peaked at $178M in Q1 2021.
  • 218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.