1620 Investment Advisors’s Goosehead Insurance GSHD Stock Holding History

1620 Investment Advisors’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
2026 Q2	$10.6K	Sell	219 -52	-19%	-$2.15K	0.01%	482
2026 Q1	$11.6K	Hold	271	–	–	0.01%	457
2025 Q4	$20K	Hold	271	–	–	0.01%	397
2025 Q3	$20.2K	Sell	271 -4	-1%	-$352	0.01%	387
2025 Q2	$29K	Hold	275	–	–	0.02%	358
2025 Q1	$32.5K	Hold	275	–	–	0.02%	338
2024 Q4	$29.5K	Hold	275	–	–	0.02%	347
2024 Q3	$24.6K	Hold	275	–	–	0.02%	379
2024 Q2	$15.8K	Buy	+275	New	+$16.5K	0.01%	420

Other funds holding GSHD

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

1620 Investment Advisors's GSHD Position: Q2 2026 in Review

1620 Investment Advisors reduced its Goosehead Insurance (GSHD) stake by 19% in Q2 2026, selling an estimated $2.15K and leaving 219 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #482.

1620 Investment Advisors first reported a position in GSHD in Q2 2024 and has held it in 9 quarters since. The position peaked at $32.5K in Q1 2025. 45 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

1620 Investment Advisors held 219 shares of Goosehead Insurance worth $10.6K as of Q2 2026.
1620 Investment Advisors sold 52 Goosehead Insurance shares in Q2 2026, an estimated $2.15K.
Goosehead Insurance made up 0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #482 holding.
1620 Investment Advisors first reported a position in Goosehead Insurance in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's Goosehead Insurance position peaked at $32.5K in Q1 2025.
45 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.