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Financial Management Professionals’s Goosehead Insurance GSHD Stock Holding History

Financial Management Professionals’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 		$18.5K Buy
+381
New +$15.7K ﹤0.01% 474
2025
Q2 		– Sell
-618
Closed -$73K – 1038
2025
Q1 		$73K Sell
618
-53
-8% -$5.95K 0.01% 212
2024
Q4 		$71.9K Sell
671
-4
-0.6% -$437 0.01% 223
2024
Q3 		$60K Buy
+675
New +$53.4K 0.01% 240

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

Financial Management Professionals's GSHD Position: Q2 2026 in Review

Financial Management Professionals opened a new position in Goosehead Insurance (GSHD) in Q2 2026: 381 shares worth $18.5K. The stake represents ﹤0.01% of the portfolio and ranks #474 among its holdings. This is a return to the name: Financial Management Professionals previously reported a position in GSHD as recently as Q1 2025.

Financial Management Professionals first reported a position in GSHD in Q3 2024 and has held it in 4 quarters since. The position peaked at $73K in Q1 2025. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Financial Management Professionals held 381 shares of Goosehead Insurance worth $18.5K as of Q2 2026.
  • Goosehead Insurance was a new Financial Management Professionals position in Q2 2026.
  • Goosehead Insurance made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #474 holding.
  • Financial Management Professionals first reported a position in Goosehead Insurance in Q3 2024 and has held it in 4 quarters since.
  • Financial Management Professionals's Goosehead Insurance position peaked at $73K in Q1 2025.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.