Root Financial Partners
GSHD icon

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
Q3 		$998 Buy
+22
New +$1.31K ﹤0.01% 2947
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

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Root Financial Partners's GSHD Position: Q3 2026 in Review

Root Financial Partners opened a new position in Goosehead Insurance (GSHD) in Q3 2026: 22 shares worth $998. The stake represents ﹤0.01% of the portfolio and ranks #2947 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GSHD as recently as Q1 2026.

Root Financial Partners first reported a position in GSHD in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.29K in Q3 2025. 126 funds tracked by Wall St. Rank hold GSHD as of Q3 2026.

  • Root Financial Partners held 22 shares of Goosehead Insurance worth $998 as of Q3 2026.
  • Goosehead Insurance was a new Root Financial Partners position in Q3 2026.
  • Goosehead Insurance made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2947 holding.
  • Root Financial Partners first reported a position in Goosehead Insurance in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Goosehead Insurance position peaked at $7.29K in Q3 2025.
  • 126 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.