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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
Q2 		$147K Sell
3,039
-12,525
-80% -$517K 0.01% 802
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 $6.73T AUM 46.02% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
LEP
Langdon Equity Partners Toronto $179M AUM

New Age Alpha Advisors's GSHD Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Goosehead Insurance (GSHD) stake by 80% in Q2 2026, selling an estimated $517K and leaving 3,039 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #802.

New Age Alpha Advisors first reported a position in GSHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.2M in Q4 2025. 231 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • New Age Alpha Advisors held 3,039 shares of Goosehead Insurance worth $147K as of Q2 2026.
  • New Age Alpha Advisors sold 12,525 Goosehead Insurance shares in Q2 2026, an estimated $517K.
  • Goosehead Insurance made up 0.01% of New Age Alpha Advisors's portfolio in Q2 2026, its #802 holding.
  • New Age Alpha Advisors first reported a position in Goosehead Insurance in Q4 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's Goosehead Insurance position peaked at $1.2M in Q4 2025.
  • 231 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.