AAS
GSHD icon

Annex Advisory Services’s Goosehead Insurance GSHD Stock Holding History

Annex Advisory Services’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 		– Sell
-87,158
Closed -$6.42M – 386
2025
Q4 		$6.42M Sell
87,158
-55,733
-39% -$3.97M 0.12% 102
2025
Q3 		$10.6M Buy
142,891
+6,327
+5% +$557K 0.23% 73
2025
Q2 		$14.4M Buy
136,564
+126,439
+1,249% +$13.4M 0.35% 60
2025
Q1 		$1.2M Buy
+10,125
New +$1.14M 0.03% 151

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

Annex Advisory Services's GSHD Position: Q1 2026 in Review

Annex Advisory Services sold out of Goosehead Insurance (GSHD) in Q1 2026, closing a stake of 87,158 shares — an estimated $6.42M sold.

Annex Advisory Services first reported a position in GSHD in Q1 2025 and held it in 4 quarters. The position peaked at $14.4M in Q2 2025. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

  • Annex Advisory Services reported no remaining Goosehead Insurance position as of Q1 2026 after selling out during the quarter.
  • Annex Advisory Services sold 87,158 Goosehead Insurance shares in Q1 2026, an estimated $6.42M.
  • Annex Advisory Services first reported a position in Goosehead Insurance in Q1 2025 and held it in 4 quarters.
  • Annex Advisory Services's Goosehead Insurance position peaked at $14.4M in Q2 2025.
  • 218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on Annex Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.