CCWM
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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
Q2 		$1.6K Hold
33
– – ﹤0.01% 1044
2026
Q1 		$1.41K Buy
+33
New +$1.85K ﹤0.01% 1098

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
WA
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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

Cassaday & Co Wealth Management's GSHD Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Goosehead Insurance (GSHD) position steady in Q2 2026 at 33 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

Cassaday & Co Wealth Management first reported a position in GSHD in Q1 2026 and has held it in 2 quarters since. 231 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Cassaday & Co Wealth Management held 33 shares of Goosehead Insurance worth $1.6K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Goosehead Insurance share count unchanged in Q2 2026.
  • Goosehead Insurance made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1044 holding.
  • Cassaday & Co Wealth Management first reported a position in Goosehead Insurance in Q1 2026 and has held it in 2 quarters since.
  • 231 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.