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Bogart Wealth LLC’s Goosehead Insurance GSHD Stock Holding History

Bogart Wealth LLC’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 		$1.88K Hold
44
– – ﹤0.01% 1291
2025
Q4 		$3.24K Hold
44
– – ﹤0.01% 1092
2025
Q3 		$3.27K Hold
44
– – ﹤0.01% 1052
2025
Q2 		$4.64K Hold
44
– – ﹤0.01% 952
2025
Q1 		$5.2K Hold
44
– – ﹤0.01% 895
2024
Q4 		$4.72K Hold
44
– – ﹤0.01% 892
2024
Q3 		$3.93K Hold
44
– – ﹤0.01% 876
2024
Q2 		$2.53K Hold
44
– – ﹤0.01% 896
2024
Q1 		$2.93K Hold
44
– – ﹤0.01% 857
2023
Q4 		$3.33K Hold
44
– – ﹤0.01% 825
2023
Q3 		$3.28K Hold
44
– – ﹤0.01% 807
2023
Q2 		$2.77K Hold
44
– – ﹤0.01% 834
2023
Q1 		$2.3K Buy
+44
New +$1.91K ﹤0.01% 888

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

Bogart Wealth LLC's GSHD Position: Q1 2026 in Review

Bogart Wealth LLC held its Goosehead Insurance (GSHD) position steady in Q1 2026 at 44 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

Bogart Wealth LLC first reported a position in GSHD in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.2K in Q1 2025. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

  • Bogart Wealth LLC held 44 shares of Goosehead Insurance worth $1.88K as of Q1 2026.
  • Bogart Wealth LLC left its Goosehead Insurance share count unchanged in Q1 2026.
  • Goosehead Insurance made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1291 holding.
  • Bogart Wealth LLC first reported a position in Goosehead Insurance in Q1 2023 and has held it in 13 quarters since.
  • Bogart Wealth LLC's Goosehead Insurance position peaked at $5.2K in Q1 2025.
  • 218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.