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Wealthspire Advisors (New York)’s Goosehead Insurance GSHD Stock Holding History

Wealthspire Advisors (New York)’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
-49
Closed -$3.65K – 1799
2025
Q3 		$3.65K Buy
+49
New +$4.32K ﹤0.01% 2440

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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 $3.37T AUM 44.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Wealthspire Advisors (New York)'s GSHD Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Goosehead Insurance (GSHD) in Q4 2025, closing a stake of 49 shares — an estimated $3.65K sold.

Wealthspire Advisors (New York) first reported a position in GSHD in Q3 2025 and held it in 1 quarter. The position peaked at $3.65K in Q3 2025. 265 funds tracked by Wall St. Rank hold GSHD as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Goosehead Insurance position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 49 Goosehead Insurance shares in Q4 2025, an estimated $3.65K.
  • Wealthspire Advisors (New York) first reported a position in Goosehead Insurance in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Goosehead Insurance position peaked at $3.65K in Q3 2025.
  • 265 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.