Advisory Services Network’s Goosehead Insurance GSHD Stock Holding History

Advisory Services Network’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	–	Sell	-232	Closed	-$9.9K	–	3217
2026 Q1	$9.9K	Buy	+232	New	+$13K	﹤0.01%	3566
2025 Q4	–	Sell	-313	Closed	-$23.3K	–	2845
2025 Q3	$23.3K	Buy	+313	New	+$27.6K	﹤0.01%	2878
2024 Q1	–	Sell	-1,512	Closed	-$115K	–	2359
2023 Q4	$115K	Buy	+1,512	New	+$109K	﹤0.01%	1561
2023 Q2	–	Sell	-2,453	Closed	-$128K	–	2341
2023 Q1	$128K	Buy	2,453 +582	+31%	+$25.3K	﹤0.01%	1514
2022 Q4	$64.3K	Buy	+1,871	New	+$70.1K	﹤0.01%	1842
2022 Q2	–	Sell	-3,137	Closed	-$246K	–	1421
2022 Q1	$246K	Buy	+3,137	New	+$278K	0.01%	1243
2021 Q3	–	Sell	-1,093	Closed	-$139K	–	2165
2021 Q2	$139K	Buy	+1,093	New	+$111K	﹤0.01%	1440

Other funds holding GSHD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Advisory Services Network's GSHD Position: Q2 2026 in Review

Advisory Services Network sold out of Goosehead Insurance (GSHD) in Q2 2026, closing a stake of 232 shares — an estimated $9.9K sold.

Advisory Services Network first reported a position in GSHD in Q2 2021 and held it in 7 quarters. The position peaked at $246K in Q1 2022. 231 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

Advisory Services Network reported no remaining Goosehead Insurance position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 232 Goosehead Insurance shares in Q2 2026, an estimated $9.9K.
Advisory Services Network first reported a position in Goosehead Insurance in Q2 2021 and held it in 7 quarters.
Advisory Services Network's Goosehead Insurance position peaked at $246K in Q1 2022.
231 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.