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MAI Capital Management’s Goosehead Insurance GSHD Stock Holding History

MAI Capital 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
-68
Closed -$2.9K – 3173
2026
Q1 		$2.9K Buy
68
+13
+24% +$727 ﹤0.01% 3775
2025
Q4 		$4.05K Sell
55
-57
-51% -$4.06K ﹤0.01% 3192
2025
Q3 		$8.33K Hold
112
– – ﹤0.01% 2811
2025
Q2 		$11.8K Sell
112
-7
-6% -$742 ﹤0.01% 2633
2025
Q1 		$14K Buy
119
+3
+3% +$337 ﹤0.01% 2339
2024
Q4 		$12.4K Buy
+116
New +$12.7K ﹤0.01% 2420

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

MAI Capital Management's GSHD Position: Q2 2026 in Review

MAI Capital Management sold out of Goosehead Insurance (GSHD) in Q2 2026, closing a stake of 68 shares — an estimated $2.9K sold.

MAI Capital Management first reported a position in GSHD in Q4 2024 and held it in 6 quarters. The position peaked at $14K in Q1 2025. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • MAI Capital Management reported no remaining Goosehead Insurance position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 68 Goosehead Insurance shares in Q2 2026, an estimated $2.9K.
  • MAI Capital Management first reported a position in Goosehead Insurance in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's Goosehead Insurance position peaked at $14K in Q1 2025.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.