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CVA Family Office’s Goosehead Insurance GSHD Stock Holding History

CVA Family Office’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 		– Sell
-1
Closed -$43 – 1842
2026
Q1 		$43 Buy
+1
New +$56 ﹤0.01% 1830
2025
Q4 		– Sell
-6
Closed -$447 – 1321
2025
Q3 		$447 Buy
+6
New +$529 ﹤0.01% 1266
2022
Q2 		– Sell
-300
Closed -$24K – 934
2022
Q1 		$24K Hold
300
– – 0.01% 529
2021
Q4 		$39K Buy
+300
New +$43K 0.01% 406
2021
Q3 		– Sell
-300
Closed -$38K – 564
2021
Q2 		$38K Buy
+300
New +$30.6K 0.01% 398

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

CVA Family Office's GSHD Position: Q2 2026 in Review

CVA Family Office sold out of Goosehead Insurance (GSHD) in Q2 2026, closing a stake of 1 share — an estimated $43 sold.

CVA Family Office first reported a position in GSHD in Q2 2021 and held it in 5 quarters. The position peaked at $39K in Q4 2021. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • CVA Family Office reported no remaining Goosehead Insurance position as of Q2 2026 after selling out during the quarter.
  • CVA Family Office sold 1 Goosehead Insurance share in Q2 2026, an estimated $43.
  • CVA Family Office first reported a position in Goosehead Insurance in Q2 2021 and held it in 5 quarters.
  • CVA Family Office's Goosehead Insurance position peaked at $39K in Q4 2021.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.