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IFP Advisors’s Goosehead Insurance GSHD Stock Holding History

IFP 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 		$3.4K Buy
70
+57
+438% +$2.35K ﹤0.01% 3999
2026
Q1 		$555 Sell
13
-4
-24% -$224 ﹤0.01% 4395
2025
Q4 		$1.25K Buy
17
+7
+70% +$499 ﹤0.01% 3997
2025
Q3 		$744 Buy
10
+9
+900% +$793 ﹤0.01% 4047
2025
Q2 		$529 Buy
+1
New +$106 ﹤0.01% 4419
2024
Q4 		– Hold
0
– – – 3543
2023
Q1 		– Sell
-11
Closed -$1K – 3820
2022
Q4 		$1K Hold
11
– – ﹤0.01% 4356
2022
Q3 		$1K Hold
11
– – ﹤0.01% 4564
2022
Q2 		$1K Hold
11
– – ﹤0.01% 4339
2022
Q1 		$1K Buy
+11
New +$976 ﹤0.01% 4338
2020
Q1 		– Sell
-50
Closed -$2.48K – 2857
2019
Q4 		$2K Hold
50
– – ﹤0.01% 2513
2019
Q3 		$2K Buy
+50
New +$2.3K ﹤0.01% 2692
2019
Q1 		– Sell
-65
Closed -$2K – 2772
2018
Q4 		$2K Buy
+65
New +$1.81K ﹤0.01% 3158

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

IFP Advisors's GSHD Position: Q2 2026 in Review

IFP Advisors increased its Goosehead Insurance (GSHD) stake by 438% in Q2 2026, buying an estimated $2.35K and bringing the position to 70 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3999.

IFP Advisors first reported a position in GSHD in Q4 2018 and has held it in 12 quarters since. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • IFP Advisors held 70 shares of Goosehead Insurance worth $3.4K as of Q2 2026.
  • IFP Advisors bought 57 Goosehead Insurance shares in Q2 2026, an estimated $2.35K.
  • Goosehead Insurance made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3999 holding.
  • IFP Advisors first reported a position in Goosehead Insurance in Q4 2018 and has held it in 12 quarters since.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

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