RWPA
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Richard W. Paul & Associates’s Goosehead Insurance GSHD Stock Holding History

Richard W. Paul & Associates’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
Q1 		– Sell
-11
Closed -$1.18K – 414
2024
Q4 		$1.18K Sell
11
-22
-67% -$2.4K ﹤0.01% 452
2024
Q3 		$2.95K Hold
33
– – ﹤0.01% 389
2024
Q2 		$1.9K Hold
33
– – ﹤0.01% 414
2024
Q1 		$2.2K Hold
33
– – ﹤0.01% 424
2023
Q4 		$2.5K Hold
33
– – ﹤0.01% 401
2023
Q3 		$2.46K Hold
33
– – ﹤0.01% 386
2023
Q2 		$2.08K Sell
33
-36
-52% -$2.07K ﹤0.01% 431
2023
Q1 		$3.6K Hold
69
– – ﹤0.01% 398
2022
Q4 		$2.37K Buy
+69
New +$2.58K ﹤0.01% 420

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Vanguard Group
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WA
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return