SPIA
GOCO

Steward Partners Investment Advisory’s GoHealth GOCO Stock Holding History

Steward Partners Investment Advisory’s Portfolio GOCO Stock Details GOCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-100
Closed -$1.34K – 4071
2024
Q4 		$1.34K Buy
+100
New +$1.14K ﹤0.01% 3712

Other funds holding GOCO

CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
4A
4D Advisors Redondo Beach, California $158M AUM 92.73% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return

Steward Partners Investment Advisory's GOCO Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of GoHealth (GOCO) in Q1 2025, closing a stake of 100 shares — an estimated $1.34K sold.

Steward Partners Investment Advisory first reported a position in GOCO in Q4 2024 and held it in 1 quarter. The position peaked at $1.34K in Q4 2024. 68 funds tracked by Wall St. Rank hold GOCO as of Q1 2025.

  • Steward Partners Investment Advisory reported no remaining GoHealth position as of Q1 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 100 GoHealth shares in Q1 2025, an estimated $1.34K.
  • Steward Partners Investment Advisory first reported a position in GoHealth in Q4 2024 and held it in 1 quarter.
  • Steward Partners Investment Advisory's GoHealth position peaked at $1.34K in Q4 2024.
  • 68 funds tracked by Wall St. Rank held GoHealth as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.