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Wallace Advisory Group’s Goosehead Insurance GSHD Stock Holding History

Wallace Advisory Group’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
Q4 		– Sell
-2,051
Closed -$216K – 144
2025
Q3 		$216K Sell
2,051
-686
-25% -$60.4K 0.17% 156
2025
Q2 		$323K Buy
2,737
+40
+1% +$4.24K 0.23% 125
2025
Q1 		$289K Sell
2,697
-35
-1% -$3.93K 0.2% 149
2024
Q4 		$244K Buy
+2,732
New +$298K 0.17% 155

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Wallace Advisory Group's GSHD Position: Q4 2025 in Review

Wallace Advisory Group sold out of Goosehead Insurance (GSHD) in Q4 2025, closing a stake of 2,051 shares — an estimated $216K sold.

Wallace Advisory Group first reported a position in GSHD in Q4 2024 and held it in 4 quarters. The position peaked at $323K in Q2 2025. 265 funds tracked by Wall St. Rank hold GSHD as of Q4 2025.

  • Wallace Advisory Group reported no remaining Goosehead Insurance position as of Q4 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 2,051 Goosehead Insurance shares in Q4 2025, an estimated $216K.
  • Wallace Advisory Group first reported a position in Goosehead Insurance in Q4 2024 and held it in 4 quarters.
  • Wallace Advisory Group's Goosehead Insurance position peaked at $323K in Q2 2025.
  • 265 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2025.

Based on Wallace Advisory Group's 13F filing for Q4 2025, filed 23 Jan 2026.