EverSource Wealth Advisors’s Goosehead Insurance GSHD Stock Holding History

EverSource Wealth Advisors’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	$17K	Sell	351 -179	-34%	-$7.38K	﹤0.01%	2564
2026 Q1	$22.6K	Buy	530 +409	+338%	+$22.9K	﹤0.01%	2431
2025 Q4	$8.91K	Sell	121 -307	-72%	-$21.9K	﹤0.01%	2857
2025 Q3	$31.9K	Buy	428 +103	+32%	+$9.07K	﹤0.01%	2018
2025 Q2	$34.3K	Buy	325 +269	+480%	+$28.5K	﹤0.01%	1879
2025 Q1	$6.61K	Buy	56 +9	+19%	+$1.01K	﹤0.01%	2354
2024 Q4	$5.04K	Sell	47 -34	-42%	-$3.71K	﹤0.01%	2342
2024 Q3	$7.23K	Buy	81 +75	+1,250%	+$5.94K	﹤0.01%	2048
2024 Q2	$542	Buy	+6	New	+$360	﹤0.01%	2872

Other funds holding GSHD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

EverSource Wealth Advisors's GSHD Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Goosehead Insurance (GSHD) stake by 34% in Q2 2026, selling an estimated $7.38K and leaving 351 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #2564.

EverSource Wealth Advisors first reported a position in GSHD in Q2 2024 and has held it in 9 quarters since. The position peaked at $34.3K in Q2 2025. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

EverSource Wealth Advisors held 351 shares of Goosehead Insurance worth $17K as of Q2 2026.
EverSource Wealth Advisors sold 179 Goosehead Insurance shares in Q2 2026, an estimated $7.38K.
Goosehead Insurance made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2564 holding.
EverSource Wealth Advisors first reported a position in Goosehead Insurance in Q2 2024 and has held it in 9 quarters since.
EverSource Wealth Advisors's Goosehead Insurance position peaked at $34.3K in Q2 2025.
230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.