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Kestra Investment Management’s Goosehead Insurance GSHD Stock Holding History

Kestra Investment 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
Q1 		– Sell
-588
Closed -$63K – 1121
2024
Q4 		$63K Buy
+588
New +$64.2K ﹤0.01% 493

Other funds holding GSHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Kestra Investment Management's GSHD Position: Q1 2025 in Review

Kestra Investment Management sold out of Goosehead Insurance (GSHD) in Q1 2025, closing a stake of 588 shares — an estimated $63K sold.

Kestra Investment Management first reported a position in GSHD in Q4 2024 and held it in 1 quarter. The position peaked at $63K in Q4 2024. 286 funds tracked by Wall St. Rank hold GSHD as of Q1 2025.

  • Kestra Investment Management reported no remaining Goosehead Insurance position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 588 Goosehead Insurance shares in Q1 2025, an estimated $63K.
  • Kestra Investment Management first reported a position in Goosehead Insurance in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Goosehead Insurance position peaked at $63K in Q4 2024.
  • 286 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.