Global Retirement Partners’s Goosehead Insurance GSHD Stock Holding History

Global Retirement Partners’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	$23.6K	Buy	+486	New	+$20K	﹤0.01%	2964
2025 Q4	$27.1K	Buy	368 +3	+0.8%	+$214	﹤0.01%	2728
2025 Q3	$27.2K	Hold	365	–	–	﹤0.01%	2249
2025 Q2	$38.5K	Buy	+365	New	+$38.7K	﹤0.01%	1919
2024 Q4	$39.1K	Hold	365	–	–	﹤0.01%	1745
2024 Q3	$32.6K	Hold	365	–	–	﹤0.01%	1754
2024 Q2	$21K	Hold	365	–	–	﹤0.01%	1958
2024 Q1	$24.3K	Sell	365 -3,350	-90%	-$256K	﹤0.01%	1727
2023 Q4	$273K	Buy	3,715 +45	+1%	+$3.25K	0.01%	642
2023 Q3	$264K	Hold	3,670	–	–	0.01%	580
2023 Q2	$231K	Hold	3,670	–	–	0.01%	640
2023 Q1	$215K	Buy	+3,670	New	+$159K	0.01%	642

Other funds holding GSHD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Global Retirement Partners's GSHD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Goosehead Insurance (GSHD) in Q2 2026: 486 shares worth $23.6K. The stake represents ﹤0.01% of the portfolio and ranks #2964 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in GSHD as recently as Q4 2025.

Global Retirement Partners first reported a position in GSHD in Q1 2023 and has held it in 12 quarters since. The position peaked at $273K in Q4 2023. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

Global Retirement Partners held 486 shares of Goosehead Insurance worth $23.6K as of Q2 2026.
Goosehead Insurance was a new Global Retirement Partners position in Q2 2026.
Goosehead Insurance made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2964 holding.
Global Retirement Partners first reported a position in Goosehead Insurance in Q1 2023 and has held it in 12 quarters since.
Global Retirement Partners's Goosehead Insurance position peaked at $273K in Q4 2023.
230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.