IA
GSHD icon

IFP Advisors’s Goosehead Insurance GSHD Stock Holding History

IFP 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
2026
Q1 		$555 Sell
13
-4
-24% -$224 ﹤0.01% 4395
2025
Q4 		$1.25K Buy
17
+7
+70% +$499 ﹤0.01% 3997
2025
Q3 		$744 Buy
10
+9
+900% +$793 ﹤0.01% 4047
2025
Q2 		$529 Buy
+1
New +$106 ﹤0.01% 4419
2025
Q1 		– Hold
0
– -$322 – 4479
2024
Q4 		– Hold
0
– – – 3543
2023
Q1 		– Sell
-11
Closed -$1K – 3821
2022
Q4 		$1K Hold
11
– – ﹤0.01% 4356
2022
Q3 		$1K Hold
11
– – ﹤0.01% 4564
2022
Q2 		$1K Hold
11
– – ﹤0.01% 4339
2022
Q1 		$1K Buy
+11
New +$976 ﹤0.01% 4338
2021
Q3 		– Hold
0
– – – 3922
2021
Q2 		– Hold
0
– – – 3636
2021
Q1 		– Hold
0
– – – 3555
2020
Q4 		– Hold
0
– – – 3422
2020
Q3 		– Hold
0
– – – 3300
2020
Q2 		– Hold
0
– – – 3169
2020
Q1 		– Sell
-50
Closed -$2.48K – 3161
2019
Q4 		$2K Hold
50
– – ﹤0.01% 2513
2019
Q3 		$2K Buy
+50
New +$2.3K ﹤0.01% 2692
2019
Q1 		– Sell
-65
Closed -$2K – 2777
2018
Q4 		$2K Buy
+65
New +$1.81K ﹤0.01% 3158

Other funds holding GSHD

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LEP
Langdon Equity Partners Toronto $134M AUM