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Sterling Capital Management’s Goosehead Insurance GSHD Stock Holding History

Sterling Capital Management’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 		$12.2K Sell
287
-125
-30% -$6.99K ﹤0.01% 2272
2025
Q4 		$30.3K Buy
412
+19
+5% +$1.35K ﹤0.01% 2015
2025
Q3 		$29.2K Buy
393
+213
+118% +$18.8K ﹤0.01% 1966
2025
Q2 		$19K Buy
180
+157
+683% +$16.6K ﹤0.01% 1812
2025
Q1 		$2.71K Hold
23
– – ﹤0.01% 2465
2024
Q4 		$2.47K Buy
23
+1
+5% +$109 ﹤0.01% 2723
2024
Q3 		$1.97K Buy
+22
New +$1.74K ﹤0.01% 2192

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

Sterling Capital Management's GSHD Position: Q1 2026 in Review

Sterling Capital Management reduced its Goosehead Insurance (GSHD) stake by 30% in Q1 2026, selling an estimated $6.99K and leaving 287 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2272.

Sterling Capital Management first reported a position in GSHD in Q3 2024 and has held it in 7 quarters since. The position peaked at $30.3K in Q4 2025. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

  • Sterling Capital Management held 287 shares of Goosehead Insurance worth $12.2K as of Q1 2026.
  • Sterling Capital Management sold 125 Goosehead Insurance shares in Q1 2026, an estimated $6.99K.
  • Goosehead Insurance made up ﹤0.01% of Sterling Capital Management's portfolio in Q1 2026, its #2272 holding.
  • Sterling Capital Management first reported a position in Goosehead Insurance in Q3 2024 and has held it in 7 quarters since.
  • Sterling Capital Management's Goosehead Insurance position peaked at $30.3K in Q4 2025.
  • 218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.