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COMPASS FINANCIAL MANAGEMENT LLC’s Goosehead Insurance GSHD Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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
Q2 		$192K Buy
+3,959
New +$163K 0.02% 430

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LEP
Langdon Equity Partners Toronto $179M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's GSHD Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Goosehead Insurance (GSHD) in Q2 2026: 3,959 shares worth $192K. The stake represents 0.02% of the portfolio and ranks #430 among its holdings.

145 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 3,959 shares of Goosehead Insurance worth $192K as of Q2 2026.
  • Goosehead Insurance was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Goosehead Insurance made up 0.02% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #430 holding.
  • 145 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.