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 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 $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

EverSource Wealth Advisors's GSHD Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Goosehead Insurance (GSHD) stake by 338% in Q1 2026, buying an estimated $22.9K and bringing the position to 530 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2431.

EverSource Wealth Advisors first reported a position in GSHD in Q2 2024 and has held it in 8 quarters since. The position peaked at $34.3K in Q2 2025. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

EverSource Wealth Advisors held 530 shares of Goosehead Insurance worth $22.6K as of Q1 2026.
EverSource Wealth Advisors bought 409 Goosehead Insurance shares in Q1 2026, an estimated $22.9K.
Goosehead Insurance made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2431 holding.
EverSource Wealth Advisors first reported a position in Goosehead Insurance in Q2 2024 and has held it in 8 quarters since.
EverSource Wealth Advisors's Goosehead Insurance position peaked at $34.3K in Q2 2025.
218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.