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Harbor Investment Advisory’s Goosehead Insurance GSHD Stock Holding History

Harbor Investment Advisory’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 		– Sell
-1,196
Closed -$88.1K – 1279
2025
Q4 		$88.1K Hold
1,196
– – 0.01% 543
2025
Q3 		$89K Buy
1,196
+113
+10% +$9.96K 0.01% 523
2025
Q2 		$114K Buy
1,083
+98
+10% +$10.4K 0.01% 468
2025
Q1 		$116K Sell
985
-156
-14% -$17.5K 0.01% 446
2024
Q4 		$122K Sell
1,141
-166
-13% -$18.1K 0.01% 420
2024
Q3 		$117K Hold
1,307
– – 0.01% 426
2024
Q2 		$75.1K Sell
1,307
-300
-19% -$18K 0.01% 507
2024
Q1 		$107K Buy
1,607
+277
+21% +$21.2K 0.01% 435
2023
Q4 		$101K Hold
1,330
– – 0.01% 421
2023
Q3 		$99.1K Sell
1,330
-218
-14% -$14.6K 0.01% 399
2023
Q2 		$97.4K Hold
1,548
– – 0.01% 504
2023
Q1 		$80.8K Hold
1,548
– – 0.01% 561
2022
Q4 		$53.2K Buy
1,548
+572
+59% +$21.4K 0.01% 682
2022
Q3 		$35K Buy
976
+529
+118% +$27.5K 0.01% 779
2022
Q2 		$20K Buy
447
+265
+146% +$14.5K ﹤0.01% 904
2022
Q1 		$14K Buy
+182
New +$16.2K ﹤0.01% 1001

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LEP
Langdon Equity Partners Toronto $134M AUM

Harbor Investment Advisory's GSHD Position: Q1 2026 in Review

Harbor Investment Advisory sold out of Goosehead Insurance (GSHD) in Q1 2026, closing a stake of 1,196 shares — an estimated $88.1K sold.

Harbor Investment Advisory first reported a position in GSHD in Q1 2022 and held it in 16 quarters. The position peaked at $122K in Q4 2024. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

  • Harbor Investment Advisory reported no remaining Goosehead Insurance position as of Q1 2026 after selling out during the quarter.
  • Harbor Investment Advisory sold 1,196 Goosehead Insurance shares in Q1 2026, an estimated $88.1K.
  • Harbor Investment Advisory first reported a position in Goosehead Insurance in Q1 2022 and held it in 16 quarters.
  • Harbor Investment Advisory's Goosehead Insurance position peaked at $122K in Q4 2024.
  • 218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on Harbor Investment Advisory's 13F filing for Q1 2026, filed 23 Apr 2026.