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Global Financial Private Client’s Goosehead Insurance GSHD Stock Holding History

Global Financial Private Client’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
-3
Closed -$354 – 774
2025
Q1 		$354 Buy
3
+2
+200% +$224 ﹤0.01% 1393
2024
Q4 		$107 Buy
+1
New +$109 ﹤0.01% 1467

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

Global Financial Private Client's GSHD Position: Q2 2025 in Review

Global Financial Private Client sold out of Goosehead Insurance (GSHD) in Q2 2025, closing a stake of 3 shares — an estimated $354 sold.

Global Financial Private Client first reported a position in GSHD in Q4 2024 and held it in 2 quarters. The position peaked at $354 in Q1 2025. 276 funds tracked by Wall St. Rank hold GSHD as of Q2 2025.

  • Global Financial Private Client reported no remaining Goosehead Insurance position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 3 Goosehead Insurance shares in Q2 2025, an estimated $354.
  • Global Financial Private Client first reported a position in Goosehead Insurance in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Goosehead Insurance position peaked at $354 in Q1 2025.
  • 276 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.