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USA Financial Formulas’s Goosehead Insurance GSHD Stock Holding History

USA Financial Formulas’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
-168
Closed -$19.8K – 292
2025
Q1 		$19.8K Buy
+168
New +$18.8K ﹤0.01% 231
2024
Q1 		– Sell
-327
Closed -$24.8K – 351
2023
Q4 		$24.8K Buy
327
+321
+5,350% +$23.2K ﹤0.01% 228
2023
Q3 		$447 Buy
+6
New +$402 ﹤0.01% 455

Other funds holding GSHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
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

USA Financial Formulas's GSHD Position: Q2 2025 in Review

USA Financial Formulas sold out of Goosehead Insurance (GSHD) in Q2 2025, closing a stake of 168 shares — an estimated $19.8K sold.

USA Financial Formulas first reported a position in GSHD in Q3 2023 and held it in 3 quarters. The position peaked at $24.8K in Q4 2023. 276 funds tracked by Wall St. Rank hold GSHD as of Q2 2025.

  • USA Financial Formulas reported no remaining Goosehead Insurance position as of Q2 2025 after selling out during the quarter.
  • USA Financial Formulas sold 168 Goosehead Insurance shares in Q2 2025, an estimated $19.8K.
  • USA Financial Formulas first reported a position in Goosehead Insurance in Q3 2023 and held it in 3 quarters.
  • USA Financial Formulas's Goosehead Insurance position peaked at $24.8K in Q4 2023.
  • 276 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2025.

Based on USA Financial Formulas's 13F filing for Q2 2025, filed 18 Jul 2025.