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New Age Alpha Advisors’s Goosehead Insurance GSHD Stock Holding History

New Age Alpha 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 		$664K Sell
15,564
-672
-4% -$37.6K 0.03% 463
2025
Q4 		$1.2M Buy
16,236
+14,973
+1,186% +$1.07M 0.05% 378
2025
Q3 		$94K Sell
1,263
-759
-38% -$66.9K ﹤0.01% 724
2025
Q2 		$213K Buy
2,022
+780
+63% +$82.6K 0.01% 617
2025
Q1 		$147K Sell
1,242
-134
-10% -$15K 0.01% 694
2024
Q4 		$148K Buy
+1,376
New +$150K 0.01% 707

Other funds holding GSHD

BlackRock
BlackRock New York $5.72T 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

New Age Alpha Advisors's GSHD Position: Q1 2026 in Review

New Age Alpha Advisors reduced its Goosehead Insurance (GSHD) stake by 4.1% in Q1 2026, selling an estimated $37.6K and leaving 15,564 shares worth $664K. The position accounts for 0.03% of the portfolio, ranked #463.

New Age Alpha Advisors first reported a position in GSHD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.2M in Q4 2025. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

  • New Age Alpha Advisors held 15,564 shares of Goosehead Insurance worth $664K as of Q1 2026.
  • New Age Alpha Advisors sold 672 Goosehead Insurance shares in Q1 2026, an estimated $37.6K.
  • Goosehead Insurance made up 0.03% of New Age Alpha Advisors's portfolio in Q1 2026, its #463 holding.
  • New Age Alpha Advisors first reported a position in Goosehead Insurance in Q4 2024 and has held it in 6 quarters since.
  • New Age Alpha Advisors's Goosehead Insurance position peaked at $1.2M in Q4 2025.
  • 218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

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