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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 $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LEP
Langdon Equity Partners Toronto $179M AUM

MCF Advisors's GSHD Position: Q1 2026 in Review

MCF Advisors sold out of Goosehead Insurance (GSHD) in Q1 2026, closing a stake of 34 shares — an estimated $2.5K sold.

MCF Advisors first reported a position in GSHD in Q1 2024 and held it in 8 quarters. The position peaked at $9.39K in Q1 2024. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

  • MCF Advisors reported no remaining Goosehead Insurance position as of Q1 2026 after selling out during the quarter.
  • MCF Advisors sold 34 Goosehead Insurance shares in Q1 2026, an estimated $2.5K.
  • MCF Advisors first reported a position in Goosehead Insurance in Q1 2024 and held it in 8 quarters.
  • MCF Advisors's Goosehead Insurance position peaked at $9.39K in Q1 2024.
  • 218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.