Corient Private Wealth
GSHD icon

Corient Private Wealth’s Goosehead Insurance GSHD Stock Holding History

Corient Private Wealth’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
Q1 		$1.09M Buy
+25,452
New +$1.42M ﹤0.01% 1617
2025
Q2 		– Sell
-13,569
Closed -$1.6M – 2485
2025
Q1 		$1.6M Sell
13,569
-3,373
-20% -$378K ﹤0.01% 1068
2024
Q4 		$1.82M Sell
16,942
-1,971
-10% -$215K ﹤0.01% 1038
2024
Q3 		$1.69M Buy
+18,913
New +$1.5M ﹤0.01% 1172

Other funds holding GSHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LEP
Langdon Equity Partners Toronto $134M AUM

Corient Private Wealth's GSHD Position: Q1 2026 in Review

Corient Private Wealth opened a new position in Goosehead Insurance (GSHD) in Q1 2026: 25,452 shares worth $1.09M. The stake represents ﹤0.01% of the portfolio and ranks #1617 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in GSHD as recently as Q1 2025.

Corient Private Wealth first reported a position in GSHD in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.82M in Q4 2024. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

  • Corient Private Wealth held 25,452 shares of Goosehead Insurance worth $1.09M as of Q1 2026.
  • Goosehead Insurance was a new Corient Private Wealth position in Q1 2026.
  • Goosehead Insurance made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1617 holding.
  • Corient Private Wealth first reported a position in Goosehead Insurance in Q3 2024 and has held it in 4 quarters since.
  • Corient Private Wealth's Goosehead Insurance position peaked at $1.82M in Q4 2024.
  • 218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.