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GHP Investment Advisors’s Goosehead Insurance GSHD Stock Holding History

GHP Investment 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 		$49 Hold
1
– – ﹤0.01% 1343
2026
Q1 		$43 Buy
+1
New +$56 ﹤0.01% 1386
2022
Q2 		– Sell
-67
Closed -$5K – 964
2022
Q1 		$5K Buy
+67
New +$5.95K ﹤0.01% 820

Other funds holding GSHD

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
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
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

GHP Investment Advisors's GSHD Position: Q2 2026 in Review

GHP Investment Advisors held its Goosehead Insurance (GSHD) position steady in Q2 2026 at 1 share worth $49. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

GHP Investment Advisors first reported a position in GSHD in Q1 2022 and has held it in 3 quarters since. The position peaked at $5K in Q1 2022. 54 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • GHP Investment Advisors held 1 share of Goosehead Insurance worth $49 as of Q2 2026.
  • GHP Investment Advisors left its Goosehead Insurance share count unchanged in Q2 2026.
  • Goosehead Insurance made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #1343 holding.
  • GHP Investment Advisors first reported a position in Goosehead Insurance in Q1 2022 and has held it in 3 quarters since.
  • GHP Investment Advisors's Goosehead Insurance position peaked at $5K in Q1 2022.
  • 54 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.