Navalign LLC’s Goosehead Insurance GSHD Stock Holding History

Navalign LLC’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	-20	Closed	-$1.47K	–	265
2025 Q4	$1.47K	Buy	+20	New	+$1.43K	﹤0.01%	440

Other funds holding GSHD

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

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

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

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LEP

Langdon Equity Partners Toronto $134M AUM

Navalign LLC's GSHD Position: Q1 2026 in Review

Navalign LLC sold out of Goosehead Insurance (GSHD) in Q1 2026, closing a stake of 20 shares — an estimated $1.47K sold.

Navalign LLC first reported a position in GSHD in Q4 2025 and held it in 1 quarter. The position peaked at $1.47K in Q4 2025. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

Navalign LLC reported no remaining Goosehead Insurance position as of Q1 2026 after selling out during the quarter.
Navalign LLC sold 20 Goosehead Insurance shares in Q1 2026, an estimated $1.47K.
Navalign LLC first reported a position in Goosehead Insurance in Q4 2025 and held it in 1 quarter.
Navalign LLC's Goosehead Insurance position peaked at $1.47K in Q4 2025.
218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.