CA
GSHD icon

Clearstead Advisors’s Goosehead Insurance GSHD Stock Holding History

Clearstead 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 		$291 Buy
+6
New +$248 ﹤0.01% 3079
2022
Q2 		– Sell
-6
Closed – – 1346
2022
Q1 		$0 Buy
+6
New +$533 ﹤0.01% 1411

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 $3.38T AUM 44.17% 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

Clearstead Advisors's GSHD Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Goosehead Insurance (GSHD) in Q2 2026: 6 shares worth $291. The stake represents ﹤0.01% of the portfolio and ranks #3079 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in GSHD as recently as Q1 2022.

Clearstead Advisors first reported a position in GSHD in Q1 2022 and has held it in 2 quarters since. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Clearstead Advisors held 6 shares of Goosehead Insurance worth $291 as of Q2 2026.
  • Goosehead Insurance was a new Clearstead Advisors position in Q2 2026.
  • Goosehead Insurance made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3079 holding.
  • Clearstead Advisors first reported a position in Goosehead Insurance in Q1 2022 and has held it in 2 quarters since.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.