CMA
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Cedar Mountain Advisors’s Goosehead Insurance GSHD Stock Holding History

Cedar Mountain Advisors’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 		– Sell
-1
Closed -$43 – 1194
2026
Q1 		$43 Buy
+1
New +$56 ﹤0.01% 1137

Other funds holding GSHD

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Cedar Mountain Advisors's GSHD Position: Q2 2026 in Review

Cedar Mountain Advisors sold out of Goosehead Insurance (GSHD) in Q2 2026, closing a stake of 1 share — an estimated $43 sold.

Cedar Mountain Advisors first reported a position in GSHD in Q1 2026 and held it in 1 quarter. The position peaked at $43 in Q1 2026. 17 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Cedar Mountain Advisors reported no remaining Goosehead Insurance position as of Q2 2026 after selling out during the quarter.
  • Cedar Mountain Advisors sold 1 Goosehead Insurance share in Q2 2026, an estimated $43.
  • Cedar Mountain Advisors first reported a position in Goosehead Insurance in Q1 2026 and held it in 1 quarter.
  • Cedar Mountain Advisors's Goosehead Insurance position peaked at $43 in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.