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Stephens Consulting’s Goosehead Insurance GSHD Stock Holding History

Stephens Consulting’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
Q2 		– Sell
-5
Closed -$591 – 1519
2025
Q1 		$591 Buy
+5
New +$561 ﹤0.01% 889

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Kayne Anderson Rudnick Investment Management
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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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Stephens Consulting's GSHD Position: Q2 2025 in Review

Stephens Consulting sold out of Goosehead Insurance (GSHD) in Q2 2025, closing a stake of 5 shares — an estimated $591 sold.

Stephens Consulting first reported a position in GSHD in Q1 2025 and held it in 1 quarter. The position peaked at $591 in Q1 2025. 276 funds tracked by Wall St. Rank hold GSHD as of Q2 2025.

  • Stephens Consulting reported no remaining Goosehead Insurance position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 5 Goosehead Insurance shares in Q2 2025, an estimated $591.
  • Stephens Consulting first reported a position in Goosehead Insurance in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's Goosehead Insurance position peaked at $591 in Q1 2025.
  • 276 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.