Compass Financial Management
GSHD icon

Compass Financial Management’s Goosehead Insurance GSHD Stock Holding History

Compass Financial 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
Q3 		– Sell
-3,959
Closed -$192K – 1757
2026
Q2 		$192K Buy
+3,959
New +$163K 0.02% 430

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Vanguard Portfolio Management
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Vanguard Capital Management
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Langdon Equity Partners
Langdon Equity Partners Toronto $146M AUM 11.99% 1-Year Est. Return

Compass Financial Management's GSHD Position: Q3 2026 in Review

Compass Financial Management sold out of Goosehead Insurance (GSHD) in Q3 2026, closing a stake of 3,959 shares — an estimated $192K sold.

Compass Financial Management first reported a position in GSHD in Q2 2026 and held it in 1 quarter. The position peaked at $192K in Q2 2026. 189 funds tracked by Wall St. Rank hold GSHD as of Q3 2026.

  • Compass Financial Management reported no remaining Goosehead Insurance position as of Q3 2026 after selling out during the quarter.
  • Compass Financial Management sold 3,959 Goosehead Insurance shares in Q3 2026, an estimated $192K.
  • Compass Financial Management first reported a position in Goosehead Insurance in Q2 2026 and held it in 1 quarter.
  • Compass Financial Management's Goosehead Insurance position peaked at $192K in Q2 2026.
  • 189 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.