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Jacobson & Schmitt Advisors’s Goosehead Insurance GSHD Stock Holding History

Jacobson & Schmitt 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 		– Sell
-158,918
Closed -$6.78M – 83
2026
Q1 		$6.78M Buy
158,918
+6,142
+4% +$343K 1.23% 32
2025
Q4 		$11.3M Buy
152,776
+16,223
+12% +$1.16M 1.89% 28
2025
Q3 		$10.2M Buy
136,553
+32,981
+32% +$2.91M 1.74% 29
2025
Q2 		$10.9M Sell
103,572
-4,654
-4% -$493K 1.94% 29
2025
Q1 		$12.8M Sell
108,226
-11,406
-10% -$1.28M 2.61% 14
2024
Q4 		$12.8M Sell
119,632
-22,010
-16% -$2.4M 2.48% 18
2024
Q3 		$12.6M Buy
141,642
+13,594
+11% +$1.08M 2.6% 15
2024
Q2 		$7.36M Buy
128,048
+26,084
+26% +$1.57M 1.67% 31
2024
Q1 		$6.79M Buy
101,964
+580
+0.6% +$44.3K 1.61% 31
2023
Q4 		$7.68M Sell
101,384
-27,221
-21% -$1.97M 1.94% 25
2023
Q3 		$9.58M Sell
128,605
-11,252
-8% -$755K 2.72% 17
2023
Q2 		$8.8M Sell
139,857
-30,633
-18% -$1.76M 2.49% 21
2023
Q1 		$8.9M Buy
170,490
+28,497
+20% +$1.24M 2.55% 20
2022
Q4 		$5.06M Hold
141,993
– – 1.62% 26
2022
Q3 		$5.06M Buy
141,993
+2,407
+2% +$125K 1.62% 26
2022
Q2 		$6.38M Buy
139,586
+58,481
+72% +$3.19M 1.99% 24
2022
Q1 		$6.37M Buy
81,105
+9,389
+13% +$833K 1.66% 23
2021
Q4 		$9.33M Sell
71,716
-553
-0.8% -$79.3K 2.26% 21
2021
Q3 		$11M Sell
72,269
-4,105
-5% -$554K 3.03% 17
2021
Q2 		$9.72M Buy
+76,374
New +$7.78M 2.75% 17

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
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Jacobson & Schmitt Advisors's GSHD Position: Q2 2026 in Review

Jacobson & Schmitt Advisors sold out of Goosehead Insurance (GSHD) in Q2 2026, closing a stake of 158,918 shares — an estimated $6.78M sold.

Jacobson & Schmitt Advisors first reported a position in GSHD in Q2 2021 and held it in 20 quarters. The position peaked at $12.8M in Q4 2024. 17 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Jacobson & Schmitt Advisors reported no remaining Goosehead Insurance position as of Q2 2026 after selling out during the quarter.
  • Jacobson & Schmitt Advisors sold 158,918 Goosehead Insurance shares in Q2 2026, an estimated $6.78M.
  • Jacobson & Schmitt Advisors first reported a position in Goosehead Insurance in Q2 2021 and held it in 20 quarters.
  • Jacobson & Schmitt Advisors's Goosehead Insurance position peaked at $12.8M in Q4 2024.
  • 17 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Jacobson & Schmitt Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.