JWA
GSHD icon

JFS Wealth Advisors’s Goosehead Insurance GSHD Stock Holding History

JFS Wealth 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
-3
Closed -$128 – 2271
2026
Q1 		$128 Sell
3
-6
-67% -$336 ﹤0.01% 1839
2025
Q4 		$663 Buy
9
+3
+50% +$214 ﹤0.01% 1763
2025
Q3 		$447 Sell
6
-5
-45% -$441 ﹤0.01% 1776
2025
Q2 		$1.16K Buy
11
+1
+10% +$106 ﹤0.01% 1533
2025
Q1 		$1.18K Hold
10
– – ﹤0.01% 1616
2024
Q4 		$1.07K Hold
10
– – ﹤0.01% 1659
2024
Q3 		$893 Sell
10
-2
-17% -$158 ﹤0.01% 1719
2024
Q2 		$690 Buy
12
+6
+100% +$360 ﹤0.01% 1753
2024
Q1 		$400 Hold
6
– – ﹤0.01% 1824
2023
Q4 		$455 Sell
6
-1
-14% -$72 ﹤0.01% 1818
2023
Q3 		$522 Buy
7
+2
+40% +$134 ﹤0.01% 1744
2023
Q2 		$315 Buy
5
+1
+25% +$58 ﹤0.01% 1825
2023
Q1 		$209 Sell
4
-1
-20% -$43 ﹤0.01% 1820
2022
Q4 		$172 Buy
+5
New +$187 ﹤0.01% 1841
2022
Q2 		– Sell
-1
Closed – – 1814
2022
Q1 		$0 Hold
1
– – ﹤0.01% 1876
2021
Q4 		$0 Buy
+1
New +$143 ﹤0.01% 1775

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

JFS Wealth Advisors's GSHD Position: Q2 2026 in Review

JFS Wealth Advisors sold out of Goosehead Insurance (GSHD) in Q2 2026, closing a stake of 3 shares — an estimated $128 sold.

JFS Wealth Advisors first reported a position in GSHD in Q4 2021 and held it in 16 quarters. The position peaked at $1.18K in Q1 2025. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • JFS Wealth Advisors reported no remaining Goosehead Insurance position as of Q2 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 3 Goosehead Insurance shares in Q2 2026, an estimated $128.
  • JFS Wealth Advisors first reported a position in Goosehead Insurance in Q4 2021 and held it in 16 quarters.
  • JFS Wealth Advisors's Goosehead Insurance position peaked at $1.18K in Q1 2025.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.