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
Q2 		$2.76M Buy
56,935
+31,483
+124% +$1.3M ﹤0.01% 1178
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 $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

Corient Private Wealth's GSHD Position: Q2 2026 in Review

Corient Private Wealth increased its Goosehead Insurance (GSHD) stake by 124% in Q2 2026, buying an estimated $1.3M and bringing the position to 56,935 shares worth $2.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

Corient Private Wealth first reported a position in GSHD in Q3 2024 and has held it in 5 quarters since. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Corient Private Wealth held 56,935 shares of Goosehead Insurance worth $2.76M as of Q2 2026.
  • Corient Private Wealth bought 31,483 Goosehead Insurance shares in Q2 2026, an estimated $1.3M.
  • Goosehead Insurance made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1178 holding.
  • Corient Private Wealth first reported a position in Goosehead Insurance in Q3 2024 and has held it in 5 quarters since.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.