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Financial Network Wealth Advisors’s Goosehead Insurance GSHD Stock Holding History

Financial Network 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 		– Sell
-63
Closed -$4.64K – 838
2025
Q4 		$4.64K Sell
63
-25
-28% -$1.78K ﹤0.01% 552
2025
Q3 		$6.55K Hold
88
– – 0.01% 508
2025
Q2 		$9.29K Buy
+88
New +$9.32K 0.01% 449

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LEP
Langdon Equity Partners Toronto $179M AUM

Financial Network Wealth Advisors's GSHD Position: Q1 2026 in Review

Financial Network Wealth Advisors sold out of Goosehead Insurance (GSHD) in Q1 2026, closing a stake of 63 shares — an estimated $4.64K sold.

Financial Network Wealth Advisors first reported a position in GSHD in Q2 2025 and held it in 3 quarters. The position peaked at $9.29K in Q2 2025. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

  • Financial Network Wealth Advisors reported no remaining Goosehead Insurance position as of Q1 2026 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 63 Goosehead Insurance shares in Q1 2026, an estimated $4.64K.
  • Financial Network Wealth Advisors first reported a position in Goosehead Insurance in Q2 2025 and held it in 3 quarters.
  • Financial Network Wealth Advisors's Goosehead Insurance position peaked at $9.29K in Q2 2025.
  • 218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

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