HWP
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Highline Wealth Partners’s Goosehead Insurance GSHD Stock Holding History

Highline Wealth Partners’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 		– Sell
-31
Closed -$3.27K – 1103
2025
Q2 		$3.27K Hold
31
– – ﹤0.01% 544
2025
Q1 		$3.66K Buy
+31
New +$3.48K ﹤0.01% 504

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

Highline Wealth Partners's GSHD Position: Q3 2025 in Review

Highline Wealth Partners sold out of Goosehead Insurance (GSHD) in Q3 2025, closing a stake of 31 shares — an estimated $3.27K sold.

Highline Wealth Partners first reported a position in GSHD in Q1 2025 and held it in 2 quarters. The position peaked at $3.66K in Q1 2025. 261 funds tracked by Wall St. Rank hold GSHD as of Q3 2025.

  • Highline Wealth Partners reported no remaining Goosehead Insurance position as of Q3 2025 after selling out during the quarter.
  • Highline Wealth Partners sold 31 Goosehead Insurance shares in Q3 2025, an estimated $3.27K.
  • Highline Wealth Partners first reported a position in Goosehead Insurance in Q1 2025 and held it in 2 quarters.
  • Highline Wealth Partners's Goosehead Insurance position peaked at $3.66K in Q1 2025.
  • 261 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2025.

Based on Highline Wealth Partners's 13F filing for Q3 2025, filed 14 Oct 2025.