LPL Financial
GSHD icon

LPL Financial’s Goosehead Insurance GSHD Stock Holding History

LPL Financial’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 		$270K Sell
5,564
-330
-6% -$13.6K ﹤0.01% 5536
2026
Q1 		$251K Buy
5,894
+1,151
+24% +$64.4K ﹤0.01% 5323
2025
Q4 		$349K Buy
4,743
+100
+2% +$7.13K ﹤0.01% 5030
2025
Q3 		$346K Buy
4,643
+1,711
+58% +$151K ﹤0.01% 4938
2025
Q2 		$309K Sell
2,932
-393
-12% -$41.6K ﹤0.01% 4752
2025
Q1 		$393K Buy
3,325
+985
+42% +$111K ﹤0.01% 4381
2024
Q4 		$251K Buy
+2,340
New +$255K ﹤0.01% 4667
2024
Q2 		– Sell
-8,897
Closed -$593K – 5074
2024
Q1 		$593K Buy
8,897
+6,203
+230% +$474K ﹤0.01% 3635
2023
Q4 		$204K Buy
+2,694
New +$195K ﹤0.01% 4382
2022
Q1 		– Sell
-3,165
Closed -$412K – 4278
2021
Q4 		$412K Sell
3,165
-353
-10% -$50.6K ﹤0.01% 3440
2021
Q3 		$536K Buy
3,518
+1,410
+67% +$190K ﹤0.01% 3158
2021
Q2 		$268K Sell
2,108
-459
-18% -$46.8K ﹤0.01% 3676
2021
Q1 		$275K Buy
2,567
+73
+3% +$9.88K ﹤0.01% 3537
2020
Q4 		$311K Buy
+2,494
New +$285K ﹤0.01% 3172

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

LPL Financial's GSHD Position: Q2 2026 in Review

LPL Financial reduced its Goosehead Insurance (GSHD) stake by 5.6% in Q2 2026, selling an estimated $13.6K and leaving 5,564 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #5536.

LPL Financial first reported a position in GSHD in Q4 2020 and has held it in 14 quarters since. The position peaked at $593K in Q1 2024. 87 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • LPL Financial held 5,564 shares of Goosehead Insurance worth $270K as of Q2 2026.
  • LPL Financial sold 330 Goosehead Insurance shares in Q2 2026, an estimated $13.6K.
  • Goosehead Insurance made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5536 holding.
  • LPL Financial first reported a position in Goosehead Insurance in Q4 2020 and has held it in 14 quarters since.
  • LPL Financial's Goosehead Insurance position peaked at $593K in Q1 2024.
  • 87 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.