Capital Advisors Ltd’s Goosehead Insurance GSHD Stock Holding History

Capital Advisors Ltd’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	$2K	Hold	49	–	–	﹤0.01%	1117
2026 Q1	$2K	Hold	49	–	–	﹤0.01%	1103
2025 Q4	$4K	Hold	49	–	–	﹤0.01%	971
2025 Q3	$4K	Hold	49	–	–	﹤0.01%	956
2025 Q2	$5K	Hold	49	–	–	﹤0.01%	925
2025 Q1	$6K	Hold	49	–	–	﹤0.01%	883
2024 Q4	$5K	Hold	49	–	–	﹤0.01%	940
2024 Q3	$4K	Hold	49	–	–	﹤0.01%	955
2024 Q2	$3K	Hold	49	–	–	﹤0.01%	987
2024 Q1	$3K	Hold	49	–	–	﹤0.01%	973
2023 Q4	$4K	Hold	49	–	–	﹤0.01%	887
2023 Q3	$4K	Hold	49	–	–	﹤0.01%	880
2023 Q2	$3K	Hold	49	–	–	﹤0.01%	940
2023 Q1	$3K	Hold	49	–	–	﹤0.01%	808
2022 Q4	$2K	Buy	+49	New	+$1.83K	﹤0.01%	855
2022 Q3	–	Sell	-7	Closed	–	–	1330
2022 Q2	$0	Buy	+7	New	+$382	﹤0.01%	1126

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

Capital Advisors Ltd's GSHD Position: Q2 2026 in Review

Capital Advisors Ltd held its Goosehead Insurance (GSHD) position steady in Q2 2026 at 49 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Capital Advisors Ltd first reported a position in GSHD in Q2 2022 and has held it in 16 quarters since. The position peaked at $6K in Q1 2025. 231 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

Capital Advisors Ltd held 49 shares of Goosehead Insurance worth $2K as of Q2 2026.
Capital Advisors Ltd left its Goosehead Insurance share count unchanged in Q2 2026.
Goosehead Insurance made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1117 holding.
Capital Advisors Ltd first reported a position in Goosehead Insurance in Q2 2022 and has held it in 16 quarters since.
Capital Advisors Ltd's Goosehead Insurance position peaked at $6K in Q1 2025.
231 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.