Creative Planning
GSHD icon

Creative Planning’s Goosehead Insurance GSHD Stock Holding History

Creative Planning’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 		$1.18M Buy
24,230
+13,600
+128% +$561K ﹤0.01% 2510
2026
Q1 		$453K Sell
10,630
-1,867
-15% -$104K ﹤0.01% 3097
2025
Q4 		$920K Buy
+12,497
New +$890K ﹤0.01% 2345
2025
Q3 		– Sell
-2,243
Closed -$237K – 3957
2025
Q2 		$237K Sell
2,243
-658
-23% -$69.7K ﹤0.01% 3093
2025
Q1 		$342K Buy
2,901
+893
+44% +$100K ﹤0.01% 2630
2024
Q4 		$215K Buy
+2,008
New +$219K ﹤0.01% 2924
2023
Q2 		– Sell
-13
Closed -$679 – 2725
2023
Q1 		$679 Buy
+13
New +$564 ﹤0.01% 2559
2021
Q1 		– Sell
-5,091
Closed -$635K – 2647
2020
Q4 		$635K Buy
+5,091
New +$582K ﹤0.01% 1176

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

Creative Planning's GSHD Position: Q2 2026 in Review

Creative Planning increased its Goosehead Insurance (GSHD) stake by 128% in Q2 2026, buying an estimated $561K and bringing the position to 24,230 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2510.

Creative Planning first reported a position in GSHD in Q4 2020 and has held it in 8 quarters since. 231 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Creative Planning held 24,230 shares of Goosehead Insurance worth $1.18M as of Q2 2026.
  • Creative Planning bought 13,600 Goosehead Insurance shares in Q2 2026, an estimated $561K.
  • Goosehead Insurance made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2510 holding.
  • Creative Planning first reported a position in Goosehead Insurance in Q4 2020 and has held it in 8 quarters since.
  • 231 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.