Carson Wealth (CWM LLC)
GSHD icon

Carson Wealth (CWM LLC)’s Goosehead Insurance GSHD Stock Holding History

Carson Wealth (CWM 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 		$23.5K Buy
551
+255
+86% +$14.3K ﹤0.01% 4312
2025
Q4 		$22K Buy
296
+111
+60% +$7.91K ﹤0.01% 4117
2025
Q3 		$14K Sell
185
-286
-61% -$25.2K ﹤0.01% 4312
2025
Q2 		$50K Buy
471
+200
+74% +$21.2K ﹤0.01% 3277
2025
Q1 		$32K Buy
271
+10
+4% +$1.12K ﹤0.01% 3334
2024
Q4 		$28K Sell
261
-33
-11% -$3.6K ﹤0.01% 3222
2024
Q3 		$26K Sell
294
-9
-3% -$712 ﹤0.01% 3202
2024
Q2 		$17K Sell
303
-22,757
-99% -$1.37M ﹤0.01% 3217
2024
Q1 		$1.54M Sell
23,060
-7,597
-25% -$581K 0.01% 698
2023
Q4 		$2.32M Sell
30,657
-1,318
-4% -$95.2K 0.01% 549
2023
Q3 		$2.38M Buy
31,975
+31,723
+12,588% +$2.13M 0.01% 507
2023
Q2 		$16K Hold
252
– – ﹤0.01% 2782
2023
Q1 		$13K Buy
252
+35
+16% +$1.52K ﹤0.01% 2787
2022
Q4 		$7K Sell
217
-110
-34% -$4.12K ﹤0.01% 3004
2022
Q3 		$12K Buy
327
+125
+62% +$6.49K ﹤0.01% 2565
2022
Q2 		$9K Sell
202
-31
-13% -$1.69K ﹤0.01% 2638
2022
Q1 		$18K Buy
233
+221
+1,842% +$19.6K ﹤0.01% 2137
2021
Q4 		$2K Buy
+12
New +$1.72K ﹤0.01% 3126

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LEP
Langdon Equity Partners Toronto $179M AUM

Carson Wealth (CWM LLC)'s GSHD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Goosehead Insurance (GSHD) stake by 86% in Q1 2026, buying an estimated $14.3K and bringing the position to 551 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4312.

Carson Wealth (CWM LLC) first reported a position in GSHD in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.38M in Q3 2023. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 551 shares of Goosehead Insurance worth $23.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 255 Goosehead Insurance shares in Q1 2026, an estimated $14.3K.
  • Goosehead Insurance made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4312 holding.
  • Carson Wealth (CWM LLC) first reported a position in Goosehead Insurance in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Goosehead Insurance position peaked at $2.38M in Q3 2023.
  • 218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.