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Allworth Financial’s Goosehead Insurance GSHD Stock Holding History

Allworth Financial’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
Q1 		$7.17K Buy
168
+103
+158% +$5.76K ﹤0.01% 3733
2025
Q4 		$4.79K Buy
65
+57
+713% +$4.06K ﹤0.01% 3738
2025
Q3 		$596 Sell
8
-93
-92% -$8.19K ﹤0.01% 4390
2025
Q2 		$10.7K Buy
101
+90
+818% +$9.54K ﹤0.01% 2860
2025
Q1 		$1.03K Sell
11
-1
-8% -$112 ﹤0.01% 3458
2024
Q4 		$1.24K Buy
12
+3
+33% +$328 ﹤0.01% 3334
2024
Q3 		$804 Buy
9
+4
+80% +$317 ﹤0.01% 3297
2024
Q2 		$316 Sell
5
-5
-50% -$300 ﹤0.01% 3486
2024
Q1 		$667 Sell
10
-3
-23% -$229 ﹤0.01% 3204
2023
Q4 		$986 Buy
13
+8
+160% +$578 ﹤0.01% 2948
2023
Q3 		$373 Hold
5
– – ﹤0.01% 3112
2023
Q2 		$315 Hold
5
– – ﹤0.01% 3006
2023
Q1 		$261 Hold
5
– – ﹤0.01% 2954
2022
Q4 		$172 Sell
5
-4
-44% -$150 ﹤0.01% 2816
2022
Q3 		$0 Sell
9
-366
-98% -$19K ﹤0.01% 2831
2022
Q2 		$17K Hold
375
– – ﹤0.01% 1304
2022
Q1 		$29K Sell
375
-250
-40% -$22.2K ﹤0.01% 1091
2021
Q4 		$81K Hold
625
– – ﹤0.01% 723
2021
Q3 		$95K Buy
+625
New +$84.3K ﹤0.01% 629

Other funds holding GSHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LEP
Langdon Equity Partners Toronto $134M AUM

Allworth Financial's GSHD Position: Q1 2026 in Review

Allworth Financial increased its Goosehead Insurance (GSHD) stake by 158% in Q1 2026, buying an estimated $5.76K and bringing the position to 168 shares worth $7.17K. The position accounts for ﹤0.01% of the portfolio, ranked #3733.

Allworth Financial first reported a position in GSHD in Q3 2021 and has held it in 19 quarters since. The position peaked at $95K in Q3 2021. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

  • Allworth Financial held 168 shares of Goosehead Insurance worth $7.17K as of Q1 2026.
  • Allworth Financial bought 103 Goosehead Insurance shares in Q1 2026, an estimated $5.76K.
  • Goosehead Insurance made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3733 holding.
  • Allworth Financial first reported a position in Goosehead Insurance in Q3 2021 and has held it in 19 quarters since.
  • Allworth Financial's Goosehead Insurance position peaked at $95K in Q3 2021.
  • 218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.