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Financial Harvest’s Goosehead Insurance GSHD Stock Holding History

Financial Harvest’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
-2,747
Closed -$1.03M – 74
2025
Q1 		$1.03M Buy
+2,747
New +$308K 0.85% 16

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
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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Financial Harvest's GSHD Position: Q2 2025 in Review

Financial Harvest sold out of Goosehead Insurance (GSHD) in Q2 2025, closing a stake of 2,747 shares — an estimated $1.03M sold.

Financial Harvest first reported a position in GSHD in Q1 2025 and held it in 1 quarter. The position peaked at $1.03M in Q1 2025. 276 funds tracked by Wall St. Rank hold GSHD as of Q2 2025.

  • Financial Harvest reported no remaining Goosehead Insurance position as of Q2 2025 after selling out during the quarter.
  • Financial Harvest sold 2,747 Goosehead Insurance shares in Q2 2025, an estimated $1.03M.
  • Financial Harvest first reported a position in Goosehead Insurance in Q1 2025 and held it in 1 quarter.
  • Financial Harvest's Goosehead Insurance position peaked at $1.03M in Q1 2025.
  • 276 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2025.

Based on Financial Harvest's 13F filing for Q2 2025, filed 14 Jul 2025.