Cassaday & Co Wealth Management’s Goosehead Insurance GSHD Stock Holding History

Cassaday & Co Wealth Management’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	$1.41K	Buy	+33	New	+$1.85K	﹤0.01%	1098

Other funds holding GSHD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Cassaday & Co Wealth Management's GSHD Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Goosehead Insurance (GSHD) in Q1 2026: 33 shares worth $1.41K. The stake represents ﹤0.01% of the portfolio and ranks #1098 among its holdings.

218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

Cassaday & Co Wealth Management held 33 shares of Goosehead Insurance worth $1.41K as of Q1 2026.
Goosehead Insurance was a new Cassaday & Co Wealth Management position in Q1 2026.
Goosehead Insurance made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #1098 holding.
218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.