MA
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MCF Advisors’s Goosehead Insurance GSHD Stock Holding History

MCF 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 		– Sell
-34
Closed -$2.5K – 1362
2025
Q4 		$2.5K Sell
34
-46
-58% -$3.28K ﹤0.01% 1036
2025
Q3 		$5.95K Buy
80
+14
+21% +$1.23K ﹤0.01% 777
2025
Q2 		$6.96K Hold
66
– – ﹤0.01% 712
2025
Q1 		$7.79K Hold
66
– – ﹤0.01% 688
2024
Q4 		$7.08K Hold
66
– – ﹤0.01% 713
2024
Q3 		$5.89K Buy
66
+23
+53% +$1.82K ﹤0.01% 724
2024
Q2 		$2.47K Sell
43
-98
-70% -$5.88K ﹤0.01% 829
2024
Q1 		$9.39K Buy
+141
New +$10.8K ﹤0.01% 632

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