AWM
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Abound Wealth Management’s Goosehead Insurance GSHD Stock Holding History

Abound 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
2026
Q2 		$97 Hold
2
– – ﹤0.01% 1289
2026
Q1 		$86 Hold
2
– – ﹤0.01% 1437
2025
Q4 		$148 Hold
2
– – ﹤0.01% 1294
2025
Q3 		$149 Hold
2
– – ﹤0.01% 1222
2025
Q2 		$212 Hold
2
– – ﹤0.01% 1020
2025
Q1 		$237 Hold
2
– – ﹤0.01% 930
2024
Q4 		$215 Hold
2
– – ﹤0.01% 1030
2024
Q3 		$179 Buy
+2
New +$158 ﹤0.01% 1226
2024
Q2 		– Sell
-3
Closed -$200 – 1229
2024
Q1 		$200 Hold
3
– – ﹤0.01% 1237
2023
Q4 		$228 Buy
+3
New +$217 ﹤0.01% 1258

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
LEP
Langdon Equity Partners Toronto $179M AUM

Abound Wealth Management's GSHD Position: Q2 2026 in Review

Abound Wealth Management held its Goosehead Insurance (GSHD) position steady in Q2 2026 at 2 shares worth $97. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

Abound Wealth Management first reported a position in GSHD in Q4 2023 and has held it in 10 quarters since. The position peaked at $237 in Q1 2025. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Abound Wealth Management held 2 shares of Goosehead Insurance worth $97 as of Q2 2026.
  • Abound Wealth Management left its Goosehead Insurance share count unchanged in Q2 2026.
  • Goosehead Insurance made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1289 holding.
  • Abound Wealth Management first reported a position in Goosehead Insurance in Q4 2023 and has held it in 10 quarters since.
  • Abound Wealth Management's Goosehead Insurance position peaked at $237 in Q1 2025.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.