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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
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 $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LEP
Langdon Equity Partners Toronto $134M AUM

Root Financial Partners's GSHD Position: Q1 2026 in Review

Root Financial Partners reduced its Goosehead Insurance (GSHD) stake by 96% in Q1 2026, selling an estimated $4.25K and leaving 3 shares worth $128. The position accounts for ﹤0.01% of the portfolio, ranked #3236.

Root Financial Partners first reported a position in GSHD in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.29K in Q3 2025. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

  • Root Financial Partners held 3 shares of Goosehead Insurance worth $128 as of Q1 2026.
  • Root Financial Partners sold 76 Goosehead Insurance shares in Q1 2026, an estimated $4.25K.
  • Goosehead Insurance made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3236 holding.
  • Root Financial Partners first reported a position in Goosehead Insurance in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Goosehead Insurance position peaked at $7.29K in Q3 2025.
  • 218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.