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GSHD icon

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
Q2 		$13K Sell
274
-624
-69% -$25.7K 0.01% 1371
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 $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

Covestor's GSHD Position: Q2 2026 in Review

Covestor reduced its Goosehead Insurance (GSHD) stake by 69% in Q2 2026, selling an estimated $25.7K and leaving 274 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #1371.

Covestor first reported a position in GSHD in Q4 2021 and has held it in 19 quarters since. The position peaked at $132K in Q4 2025. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Covestor held 274 shares of Goosehead Insurance worth $13K as of Q2 2026.
  • Covestor sold 624 Goosehead Insurance shares in Q2 2026, an estimated $25.7K.
  • Goosehead Insurance made up 0.01% of Covestor's portfolio in Q2 2026, its #1371 holding.
  • Covestor first reported a position in Goosehead Insurance in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Goosehead Insurance position peaked at $132K in Q4 2025.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.