Bare Financial Services’s Goosehead Insurance GSHD Stock Holding History

Bare Financial 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 Q2	$1.21K	Sell	25 -19	-43%	-$784	﹤0.01%	1303
2026 Q1	$1.88K	Buy	+44	New	+$2.46K	﹤0.01%	1004
2025 Q4	–	Sell	-13	Closed	-$967	–	1609
2025 Q3	$967	Sell	13 -18	-58%	-$1.59K	﹤0.01%	1036
2025 Q2	$3.27K	Buy	31 +21	+210%	+$2.23K	﹤0.01%	649
2025 Q1	$1.18K	Buy	+10	New	+$1.12K	﹤0.01%	492

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

Bare Financial Services's GSHD Position: Q2 2026 in Review

Bare Financial Services reduced its Goosehead Insurance (GSHD) stake by 43% in Q2 2026, selling an estimated $784 and leaving 25 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

Bare Financial Services first reported a position in GSHD in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.27K in Q2 2025. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

Bare Financial Services held 25 shares of Goosehead Insurance worth $1.21K as of Q2 2026.
Bare Financial Services sold 19 Goosehead Insurance shares in Q2 2026, an estimated $784.
Goosehead Insurance made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1303 holding.
Bare Financial Services first reported a position in Goosehead Insurance in Q1 2025 and has held it in 5 quarters since.
Bare Financial Services's Goosehead Insurance position peaked at $3.27K in Q2 2025.
230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.