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MFWM
Motley Fool Wealth Management’s
Goosehead Insurance
GSHD
Stock Holding History
Motley Fool Wealth 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
Q1
$3.88M
Sell
90,909
-31,564
-26%
-$1.77M
0.44%
77
2025
Q4
$9.02M
Buy
122,473
+37,685
+44%
+$2.68M
0.7%
54
2025
Q3
$6.31M
Sell
84,788
-10,197
-11%
-$898K
0.43%
82
2025
Q2
$10M
Sell
94,985
-9,926
-9%
-$1.05M
0.6%
56
2025
Q1
$12.4M
Sell
104,911
-9,785
-9%
-$1.1M
0.73%
49
2024
Q4
$12.3M
Sell
114,696
-80,462
-41%
-$8.78M
0.63%
59
2024
Q3
$17.4M
Sell
195,158
-2,808
-1%
-$222K
0.87%
36
2024
Q2
$11.3M
Buy
197,966
+93,214
+89%
+$5.59M
0.58%
60
2024
Q1
$6.98M
Buy
104,752
+6,896
+7%
+$527K
0.36%
84
2023
Q4
$7.41M
Sell
97,856
-1,240
-1%
-$89.6K
0.39%
81
2023
Q3
$7.34M
Sell
99,096
-232
-0.2%
-$15.6K
0.42%
75
2023
Q2
$6.24M
Buy
99,328
+34,207
+53%
+$1.97M
0.37%
84
2023
Q1
$3.4M
Buy
65,121
+903
+1%
+$39.2K
0.21%
89
2022
Q4
$2.2M
Sell
64,218
-678
-1%
-$25.4K
0.15%
100
2022
Q3
$2.31M
Buy
64,896
+147
+0.2%
+$7.63K
0.15%
107
2022
Q2
$2.96M
Sell
64,749
-322
-0.5%
-$17.6K
0.19%
101
2022
Q1
$5.11M
Buy
+65,071
New
+$5.78M
0.24%
92
Other funds holding GSHD
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
WA
Wasatch Advisors
Salt Lake City, Utah
$15.3B AUM
25.06%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
DCP
Durable Capital Partners
Bethesda, Maryland
$9.71B AUM
26.27%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
LEP
Langdon Equity Partners
Toronto
$134M AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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