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
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 $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

Creative Planning's GSHD Position: Q1 2026 in Review

Creative Planning reduced its Goosehead Insurance (GSHD) stake by 15% in Q1 2026, selling an estimated $104K and leaving 10,630 shares worth $453K. The position accounts for ﹤0.01% of the portfolio, ranked #3097.

Creative Planning first reported a position in GSHD in Q4 2020 and has held it in 7 quarters since. The position peaked at $920K in Q4 2025. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

  • Creative Planning held 10,630 shares of Goosehead Insurance worth $453K as of Q1 2026.
  • Creative Planning sold 1,867 Goosehead Insurance shares in Q1 2026, an estimated $104K.
  • Goosehead Insurance made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3097 holding.
  • Creative Planning first reported a position in Goosehead Insurance in Q4 2020 and has held it in 7 quarters since.
  • Creative Planning's Goosehead Insurance position peaked at $920K in Q4 2025.
  • 218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.