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Keating Financial Advisory Services’s Goosehead Insurance GSHD Stock Holding History

Keating Financial Advisory Services’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 		$2.38K Sell
49
-2
-4% -$83 ﹤0.01% 1880
2026
Q1 		$2.18K Buy
+51
New +$2.85K ﹤0.01% 1808

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

Keating Financial Advisory Services's GSHD Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Goosehead Insurance (GSHD) stake by 3.9% in Q2 2026, selling an estimated $83 and leaving 49 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1880.

Keating Financial Advisory Services first reported a position in GSHD in Q1 2026 and has held it in 2 quarters since. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Keating Financial Advisory Services held 49 shares of Goosehead Insurance worth $2.38K as of Q2 2026.
  • Keating Financial Advisory Services sold 2 Goosehead Insurance shares in Q2 2026, an estimated $83.
  • Goosehead Insurance made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1880 holding.
  • Keating Financial Advisory Services first reported a position in Goosehead Insurance in Q1 2026 and has held it in 2 quarters since.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.