Lindbrook Capital’s Goosehead Insurance GSHD Stock Holding History

Lindbrook Capital’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	$1.06K	Buy	+9	New	+$1.01K	﹤0.01%	2438
2024 Q3	–	Sell	-1	Closed	-$57	–	2862
2024 Q2	$57	Sell	1 -5	-83%	-$300	﹤0.01%	2728
2024 Q1	$400	Buy	+6	New	+$458	﹤0.01%	2536
2023 Q1	–	Sell	-5	Closed	-$172	–	2834
2022 Q4	$172	Sell	5 -9	-64%	-$337	﹤0.01%	2748
2022 Q3	$0	Buy	14 +9	+180%	+$467	﹤0.01%	2734
2022 Q2	$0	Buy	+5	New	+$273	﹤0.01%	2584

Other funds holding GSHD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lindbrook Capital's GSHD Position: Q1 2025 in Review

Lindbrook Capital opened a new position in Goosehead Insurance (GSHD) in Q1 2025: 9 shares worth $1.06K. The stake represents ﹤0.01% of the portfolio and ranks #2438 among its holdings. This is a return to the name: Lindbrook Capital previously reported a position in GSHD as recently as Q2 2024.

Lindbrook Capital first reported a position in GSHD in Q2 2022 and has held it in 6 quarters since. 286 funds tracked by Wall St. Rank hold GSHD as of Q1 2025.

Lindbrook Capital held 9 shares of Goosehead Insurance worth $1.06K as of Q1 2025.
Goosehead Insurance was a new Lindbrook Capital position in Q1 2025.
Goosehead Insurance made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2438 holding.
Lindbrook Capital first reported a position in Goosehead Insurance in Q2 2022 and has held it in 6 quarters since.
286 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.