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Root Financial Partners’s Goosehead Insurance GSHD Stock Holding History

Root Financial Partners’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 		– Sell
-3
Closed -$128 – 1562
2026
Q1 		$128 Sell
3
-76
-96% -$4.25K ﹤0.01% 3236
2025
Q4 		$5.82K Sell
79
-19
-19% -$1.35K ﹤0.01% 1716
2025
Q3 		$7.29K Buy
+98
New +$8.63K ﹤0.01% 1574

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

Root Financial Partners's GSHD Position: Q2 2026 in Review

Root Financial Partners sold out of Goosehead Insurance (GSHD) in Q2 2026, closing a stake of 3 shares — an estimated $128 sold.

Root Financial Partners first reported a position in GSHD in Q3 2025 and held it in 3 quarters. The position peaked at $7.29K in Q3 2025. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Root Financial Partners reported no remaining Goosehead Insurance position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 3 Goosehead Insurance shares in Q2 2026, an estimated $128.
  • Root Financial Partners first reported a position in Goosehead Insurance in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Goosehead Insurance position peaked at $7.29K in Q3 2025.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.