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Godfrey Financial Associates’s Goosehead Insurance GSHD Stock Holding History

Godfrey Financial Associates’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 		$97 Hold
2
– – ﹤0.01% 1050
2026
Q1 		$85 Hold
2
– – ﹤0.01% 1071
2025
Q4 		$147 Buy
+2
New +$142 ﹤0.01% 1017

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

Godfrey Financial Associates's GSHD Position: Q2 2026 in Review

Godfrey Financial Associates held its Goosehead Insurance (GSHD) position steady in Q2 2026 at 2 shares worth $97. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

Godfrey Financial Associates first reported a position in GSHD in Q4 2025 and has held it in 3 quarters since. The position peaked at $147 in Q4 2025. 229 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Godfrey Financial Associates held 2 shares of Goosehead Insurance worth $97 as of Q2 2026.
  • Godfrey Financial Associates left its Goosehead Insurance share count unchanged in Q2 2026.
  • Goosehead Insurance made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #1050 holding.
  • Godfrey Financial Associates first reported a position in Goosehead Insurance in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's Goosehead Insurance position peaked at $147 in Q4 2025.
  • 229 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.