CFM
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
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
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

Compass Financial Management's GSHD Position: Q2 2026 in Review

Compass Financial Management 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.

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

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

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.