IFWM
GSHD icon

Institute for Wealth Management’s Goosehead Insurance GSHD Stock Holding History

Institute for Wealth Management’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 		– Sell
-5,251
Closed -$224K – 1771
2026
Q1 		$224K Hold
5,251
– – 0.02% 501
2025
Q4 		$387K Sell
5,251
-556
-10% -$39.6K 0.04% 366
2025
Q3 		$432K Buy
+5,807
New +$512K 0.05% 360

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

Institute for Wealth Management's GSHD Position: Q2 2026 in Review

Institute for Wealth Management sold out of Goosehead Insurance (GSHD) in Q2 2026, closing a stake of 5,251 shares — an estimated $224K sold.

Institute for Wealth Management first reported a position in GSHD in Q3 2025 and held it in 3 quarters. The position peaked at $432K in Q3 2025. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Institute for Wealth Management reported no remaining Goosehead Insurance position as of Q2 2026 after selling out during the quarter.
  • Institute for Wealth Management sold 5,251 Goosehead Insurance shares in Q2 2026, an estimated $224K.
  • Institute for Wealth Management first reported a position in Goosehead Insurance in Q3 2025 and held it in 3 quarters.
  • Institute for Wealth Management's Goosehead Insurance position peaked at $432K in Q3 2025.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.