Morgan Stanley’s Goosehead Insurance GSHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$21.3M Buy
438,286
+115,278
+36% +$4.76M ﹤0.01% 3040
2026
Q1
$13.8M Buy
323,008
+25,592
+9% +$1.43M ﹤0.01% 3290
2025
Q4
$21.9M Sell
297,416
-26,889
-8% -$1.92M ﹤0.01% 2855
2025
Q3
$24.1M Buy
324,305
+144,567
+80% +$12.7M ﹤0.01% 2706
2025
Q2
$19M Sell
179,738
-36,213
-17% -$3.84M ﹤0.01% 2864
2025
Q1
$25.5M Sell
215,951
-36,196
-14% -$4.06M ﹤0.01% 2445
2024
Q4
$27M Buy
252,147
+10,941
+5% +$1.19M ﹤0.01% 2460
2024
Q3
$21.5M Buy
241,206
+22,875
+10% +$1.81M ﹤0.01% 2727
2024
Q2
$12.5M Buy
218,331
+30,369
+16% +$1.82M ﹤0.01% 3142
2024
Q1
$12.5M Sell
187,962
-23,450
-11% -$1.79M ﹤0.01% 3160
2023
Q4
$16M Sell
211,412
-83,755
-28% -$6.05M ﹤0.01% 2904
2023
Q3
$22M Sell
295,167
-50,232
-15% -$3.37M ﹤0.01% 2349
2023
Q2
$21.7M Sell
345,399
-65,295
-16% -$3.75M ﹤0.01% 2395
2023
Q1
$21.4M Buy
410,694
+52,060
+15% +$2.26M ﹤0.01% 2345
2022
Q4
$12.3M Buy
358,634
+60,004
+20% +$2.25M ﹤0.01% 2869
2022
Q3
$10.6M Buy
298,630
+67,857
+29% +$3.52M ﹤0.01% 2904
2022
Q2
$10.5M Buy
230,773
+167,961
+267% +$9.17M ﹤0.01% 3018
2022
Q1
$4.93M Sell
62,812
-9,191
-13% -$816K ﹤0.01% 3698
2021
Q4
$9.37M Buy
72,003
+28,198
+64% +$4.05M ﹤0.01% 3015
2021
Q3
$6.67M Sell
43,805
-8,559
-16% -$1.15M ﹤0.01% 3382
2021
Q2
$6.66M Buy
52,364
+27,991
+115% +$2.85M ﹤0.01% 3466
2021
Q1
$2.61M Sell
24,373
-56,438
-70% -$7.64M ﹤0.01% 4050
2020
Q4
$10.1M Buy
80,811
+15,629
+24% +$1.79M ﹤0.01% 2501
2020
Q3
$5.64M Buy
65,182
+39,361
+152% +$3.59M ﹤0.01% 2599
2020
Q2
$1.94M Buy
25,821
+16,229
+169% +$940K ﹤0.01% 3630
2020
Q1
$428K Sell
9,592
-16,108
-63% -$798K ﹤0.01% 4466
2019
Q4
$1.09M Buy
25,700
+7,781
+43% +$344K ﹤0.01% 4479
2019
Q3
$884K Buy
17,919
+2,499
+16% +$115K ﹤0.01% 4367
2019
Q2
$737K Sell
15,420
-9,352
-38% -$326K ﹤0.01% 4398
2019
Q1
$691K Sell
24,772
-9,056
-27% -$259K ﹤0.01% 4350
2018
Q4
$890K Buy
33,828
+3,751
+12% +$104K ﹤0.01% 4363
2018
Q3
$1.02M Buy
30,077
+8,297
+38% +$241K ﹤0.01% 4522
2018
Q2
$544K Buy
+21,780
New +$421K ﹤0.01% 5044

Other funds holding GSHD

Morgan Stanley's GSHD Position: Q2 2026 in Review

Morgan Stanley increased its Goosehead Insurance (GSHD) stake by 36% in Q2 2026, buying an estimated $4.76M and bringing the position to 438,286 shares worth $21.3M. The position accounts for ﹤0.01% of the portfolio, ranked #3040.

Morgan Stanley first reported a position in GSHD in Q2 2018 and has held it in 33 quarters since. The position peaked at $27M in Q4 2024. 231 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Morgan Stanley held 438,286 shares of Goosehead Insurance worth $21.3M as of Q2 2026.
  • Morgan Stanley bought 115,278 Goosehead Insurance shares in Q2 2026, an estimated $4.76M.
  • Goosehead Insurance made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3040 holding.
  • Morgan Stanley first reported a position in Goosehead Insurance in Q2 2018 and has held it in 33 quarters since.
  • Morgan Stanley's Goosehead Insurance position peaked at $27M in Q4 2024.
  • 231 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.