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Grey Fox Wealth Advisors’s Goosehead Insurance GSHD Stock Holding History

Grey Fox Wealth 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
2025
Q4 		– Sell
-17
Closed -$1.26K – 329
2025
Q3 		$1.26K Buy
+17
New +$1.5K ﹤0.01% 567

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Grey Fox Wealth Advisors's GSHD Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Goosehead Insurance (GSHD) in Q4 2025, closing a stake of 17 shares — an estimated $1.26K sold.

Grey Fox Wealth Advisors first reported a position in GSHD in Q3 2025 and held it in 1 quarter. The position peaked at $1.26K in Q3 2025. 265 funds tracked by Wall St. Rank hold GSHD as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Goosehead Insurance position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 17 Goosehead Insurance shares in Q4 2025, an estimated $1.26K.
  • Grey Fox Wealth Advisors first reported a position in Goosehead Insurance in Q3 2025 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Goosehead Insurance position peaked at $1.26K in Q3 2025.
  • 265 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.