Farther Finance Advisors’s Goosehead Insurance GSHD Stock Holding History

Farther Finance 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	$14.6K	Buy	302 +244	+421%	+$10.1K	﹤0.01%	4184
2026 Q1	$2.42K	Buy	58 +19	+49%	+$1.06K	﹤0.01%	4827
2025 Q4	$2.87K	Buy	39 +10	+34%	+$712	﹤0.01%	4550
2025 Q3	$2.16K	Buy	29 +1	+4%	+$88	﹤0.01%	4111
2025 Q2	$2.95K	Sell	28 -23	-45%	-$2.44K	﹤0.01%	3565
2025 Q1	$6.02K	Buy	51 +25	+96%	+$2.81K	﹤0.01%	2962
2024 Q4	$2.79K	Hold	26	–	–	﹤0.01%	2883
2024 Q3	$2.32K	Buy	26 +2	+8%	+$158	﹤0.01%	2946
2024 Q2	$1.34K	Buy	24 +15	+167%	+$900	﹤0.01%	2958
2024 Q1	$620	Hold	9	–	–	﹤0.01%	2951
2023 Q4	$682	Hold	9	–	–	﹤0.01%	2869
2023 Q3	$671	Hold	9	–	–	﹤0.01%	2190
2023 Q2	$566	Hold	9	–	–	﹤0.01%	2114
2023 Q1	$470	Hold	9	–	–	﹤0.01%	2021
2022 Q4	$309	Buy	+9	New	+$337	﹤0.01%	1943

Other funds holding GSHD

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Farther Finance Advisors's GSHD Position: Q2 2026 in Review

Farther Finance Advisors increased its Goosehead Insurance (GSHD) stake by 421% in Q2 2026, buying an estimated $10.1K and bringing the position to 302 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4184.

Farther Finance Advisors first reported a position in GSHD in Q4 2022 and has held it in 15 quarters since. 29 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

Farther Finance Advisors held 302 shares of Goosehead Insurance worth $14.6K as of Q2 2026.
Farther Finance Advisors bought 244 Goosehead Insurance shares in Q2 2026, an estimated $10.1K.
Goosehead Insurance made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4184 holding.
Farther Finance Advisors first reported a position in Goosehead Insurance in Q4 2022 and has held it in 15 quarters since.
29 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.