VWM
GSHD icon

Venturi Wealth Management’s Goosehead Insurance GSHD Stock Holding History

Venturi Wealth 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
2025
Q1 		– Sell
-45
Closed -$4.83K – 1103
2024
Q4 		$4.83K Hold
45
– – ﹤0.01% 1682
2024
Q3 		$4.02K Hold
45
– – ﹤0.01% 1543
2024
Q2 		$2.58K Buy
45
+13
+41% +$780 ﹤0.01% 1333
2024
Q1 		$2.13K Hold
32
– – ﹤0.01% 1243
2023
Q4 		$2.43K Hold
32
– – ﹤0.01% 1172
2023
Q3 		$2.38K Hold
32
– – ﹤0.01% 1131
2023
Q2 		$2.01K Hold
32
– – ﹤0.01% 921
2023
Q1 		$1.67K Buy
+32
New +$1.39K ﹤0.01% 1043

Other funds holding GSHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return