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Covestor’s Goosehead Insurance GSHD Stock Holding History

Covestor’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 		$38K Sell
898
-887
-50% -$49.6K 0.03% 847
2025
Q4 		$132K Buy
1,785
+608
+52% +$43.3K 0.07% 404
2025
Q3 		$88K Buy
1,177
+404
+52% +$35.6K 0.05% 648
2025
Q2 		$82K Buy
773
+764
+8,489% +$80.9K 0.05% 664
2025
Q1 		$1K Sell
9
-9
-50% -$1.01K ﹤0.01% 1993
2024
Q4 		$2K Buy
18
+8
+80% +$873 ﹤0.01% 1880
2024
Q3 		$1K Sell
10
-4
-29% -$317 ﹤0.01% 1985
2024
Q2 		$1K Buy
14
+2
+17% +$120 ﹤0.01% 2012
2024
Q1 		$1K Buy
12
+11
+1,100% +$841 ﹤0.01% 1990
2023
Q4 		$0 Sell
1
-1
-50% -$72 ﹤0.01% 2347
2023
Q3 		$0 Sell
2
-1
-33% -$67 ﹤0.01% 2331
2023
Q2 		$0 Hold
3
– – ﹤0.01% 2329
2023
Q1 		$0 Hold
3
– – ﹤0.01% 2237
2022
Q4 		$0 Hold
3
– – ﹤0.01% 2262
2022
Q3 		$0 Sell
3
-1
-25% -$52 ﹤0.01% 2226
2022
Q2 		$0 Buy
4
+1
+33% +$55 ﹤0.01% 2097
2022
Q1 		$0 Sell
3
-2
-40% -$178 ﹤0.01% 2243
2021
Q4 		$1K Buy
+5
New +$717 ﹤0.01% 1768

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

Covestor's GSHD Position: Q1 2026 in Review

Covestor reduced its Goosehead Insurance (GSHD) stake by 50% in Q1 2026, selling an estimated $49.6K and leaving 898 shares worth $38K. The position accounts for 0.03% of the portfolio, ranked #847.

Covestor first reported a position in GSHD in Q4 2021 and has held it in 18 quarters since. The position peaked at $132K in Q4 2025. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

  • Covestor held 898 shares of Goosehead Insurance worth $38K as of Q1 2026.
  • Covestor sold 887 Goosehead Insurance shares in Q1 2026, an estimated $49.6K.
  • Goosehead Insurance made up 0.03% of Covestor's portfolio in Q1 2026, its #847 holding.
  • Covestor first reported a position in Goosehead Insurance in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Goosehead Insurance position peaked at $132K in Q4 2025.
  • 218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.