PWS
GSHD icon

Precision Wealth Strategies’s Goosehead Insurance GSHD Stock Holding History

Precision Wealth Strategies’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
2025
Q3 		– Sell
-6,693
Closed -$706K – 177
2025
Q2 		$706K Buy
6,693
+1,162
+21% +$123K 0.23% 83
2025
Q1 		$653K Buy
5,531
+805
+17% +$90.3K 0.5% 35
2024
Q4 		$507K Buy
4,726
+256
+6% +$27.9K 0.39% 47
2024
Q3 		$399K Buy
4,470
+99
+2% +$7.84K 0.37% 68
2024
Q2 		$251K Sell
4,371
-201
-4% -$12.1K 0.26% 89
2024
Q1 		$305K Sell
4,572
-51
-1% -$3.9K 0.29% 77
2023
Q4 		$350K Buy
4,623
+95
+2% +$6.86K 0.34% 57
2023
Q3 		$337K Buy
+4,528
New +$304K 0.37% 48
2022
Q1 		– Sell
-2,505
Closed -$326K – 179
2021
Q4 		$326K Buy
2,505
+332
+15% +$47.6K 0.24% 103
2021
Q3 		$331K Buy
2,173
+419
+24% +$56.5K 0.26% 97
2021
Q2 		$223K Buy
+1,754
New +$179K 0.19% 106

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Precision Wealth Strategies's GSHD Position: Q3 2025 in Review

Precision Wealth Strategies sold out of Goosehead Insurance (GSHD) in Q3 2025, closing a stake of 6,693 shares — an estimated $706K sold.

Precision Wealth Strategies first reported a position in GSHD in Q2 2021 and held it in 11 quarters. The position peaked at $706K in Q2 2025. 262 funds tracked by Wall St. Rank hold GSHD as of Q3 2025.

  • Precision Wealth Strategies reported no remaining Goosehead Insurance position as of Q3 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 6,693 Goosehead Insurance shares in Q3 2025, an estimated $706K.
  • Precision Wealth Strategies first reported a position in Goosehead Insurance in Q2 2021 and held it in 11 quarters.
  • Precision Wealth Strategies's Goosehead Insurance position peaked at $706K in Q2 2025.
  • 262 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2025.

Based on Precision Wealth Strategies's 13F filing for Q3 2025, filed 16 Oct 2025.