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Atria Investments’s Goosehead Insurance GSHD Stock Holding History

Atria Investments’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 		$433K Sell
8,935
-739
-8% -$30.5K ﹤0.01% 1600
2026
Q1 		$413K Buy
9,674
+1,758
+22% +$98.3K ﹤0.01% 1551
2025
Q4 		$583K Buy
7,916
+872
+12% +$62.1K 0.01% 1343
2025
Q3 		$524K Sell
7,044
-2,115
-23% -$186K 0.01% 1394
2025
Q2 		$966K Buy
9,159
+580
+7% +$61.4K 0.01% 1053
2025
Q1 		$1.01M Sell
8,579
-2,431
-22% -$273K 0.01% 986
2024
Q4 		$1.18M Buy
11,010
+808
+8% +$88.2K 0.01% 896
2024
Q3 		$911K Sell
10,202
-3,859
-27% -$305K 0.01% 1017
2024
Q2 		$808K Sell
14,061
-1,312
-9% -$78.7K 0.01% 1049
2024
Q1 		$1.02M Sell
15,373
-444
-3% -$33.9K 0.01% 950
2023
Q4 		$1.2M Sell
15,817
-192
-1% -$13.9K 0.02% 813
2023
Q3 		$1.19M Buy
16,009
+6
+0% +$402 0.02% 770
2023
Q2 		$1.01M Buy
+16,003
New +$920K 0.02% 824
2022
Q1 		– Sell
-14,699
Closed -$1.91M – 892
2021
Q4 		$1.91M Sell
14,699
-1,388
-9% -$199K 0.03% 581
2021
Q3 		$2.45M Sell
16,087
-4,182
-21% -$564K 0.04% 442
2021
Q2 		$2.58M Buy
20,269
+842
+4% +$85.8K 0.05% 412
2021
Q1 		$2.08M Buy
19,427
+2,075
+12% +$281K 0.05% 436
2020
Q4 		$2.17M Buy
17,352
+1,044
+6% +$119K 0.05% 399
2020
Q3 		$1.41M Buy
16,308
+1,254
+8% +$114K 0.04% 452
2020
Q2 		$1.13M Buy
15,054
+3,886
+35% +$225K 0.04% 473
2020
Q1 		$498K Buy
11,168
+1,061
+10% +$52.5K 0.04% 352
2019
Q4 		$429K Buy
+10,107
New +$447K 0.01% 842

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 $3.38T AUM 44.17% 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

Atria Investments's GSHD Position: Q2 2026 in Review

Atria Investments reduced its Goosehead Insurance (GSHD) stake by 7.6% in Q2 2026, selling an estimated $30.5K and leaving 8,935 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

Atria Investments first reported a position in GSHD in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.58M in Q2 2021. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Atria Investments held 8,935 shares of Goosehead Insurance worth $433K as of Q2 2026.
  • Atria Investments sold 739 Goosehead Insurance shares in Q2 2026, an estimated $30.5K.
  • Goosehead Insurance made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1600 holding.
  • Atria Investments first reported a position in Goosehead Insurance in Q4 2019 and has held it in 22 quarters since.
  • Atria Investments's Goosehead Insurance position peaked at $2.58M in Q2 2021.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.