EP
GSHD icon

Essential Partners’s Goosehead Insurance GSHD Stock Holding History

Essential Partners’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 		$3.93K Buy
81
+78
+2,600% +$3.22K ﹤0.01% 1649
2026
Q1 		$128 Buy
3
+2
+200% +$112 ﹤0.01% 2685
2025
Q4 		$74 Buy
+1
New +$71 ﹤0.01% 2594

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 $3.38T AUM 44.17% 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

Essential Partners's GSHD Position: Q2 2026 in Review

Essential Partners increased its Goosehead Insurance (GSHD) stake by 2,600% in Q2 2026, buying an estimated $3.22K and bringing the position to 81 shares worth $3.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

Essential Partners first reported a position in GSHD in Q4 2025 and has held it in 3 quarters since. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Essential Partners held 81 shares of Goosehead Insurance worth $3.93K as of Q2 2026.
  • Essential Partners bought 78 Goosehead Insurance shares in Q2 2026, an estimated $3.22K.
  • Goosehead Insurance made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1649 holding.
  • Essential Partners first reported a position in Goosehead Insurance in Q4 2025 and has held it in 3 quarters since.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.