HWM
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Hemington Wealth Management’s Goosehead Insurance GSHD Stock Holding History

Hemington Wealth Management’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
Q3 		$0 Sell
13
-15
-54% -$1.32K ﹤0.01% 1608
2025
Q2 		$2K Buy
28
+19
+211% +$2.01K ﹤0.01% 1310
2025
Q1 		$1K Buy
9
+2
+29% +$224 ﹤0.01% 1398
2024
Q4 		$0 Buy
7
+1
+17% +$109 ﹤0.01% 1634
2024
Q3 		$0 Buy
+6
New +$475 ﹤0.01% 1584

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
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
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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Hemington Wealth Management's GSHD Position: Q3 2025 in Review

Hemington Wealth Management reduced its Goosehead Insurance (GSHD) stake by 54% in Q3 2025, selling an estimated $1.32K and leaving 13 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1608.

Hemington Wealth Management first reported a position in GSHD in Q3 2024 and has held it in 5 quarters since. The position peaked at $2K in Q2 2025. 261 funds tracked by Wall St. Rank hold GSHD as of Q3 2025.

  • Hemington Wealth Management held 13 shares of Goosehead Insurance worth $0 as of Q3 2025.
  • Hemington Wealth Management sold 15 Goosehead Insurance shares in Q3 2025, an estimated $1.32K.
  • Goosehead Insurance made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1608 holding.
  • Hemington Wealth Management first reported a position in Goosehead Insurance in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Goosehead Insurance position peaked at $2K in Q2 2025.
  • 261 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.