MFWM
GSHD icon

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
Q2 		– Sell
-90,909
Closed -$3.88M – 55
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
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

Motley Fool Wealth Management's GSHD Position: Q2 2026 in Review

Motley Fool Wealth Management sold out of Goosehead Insurance (GSHD) in Q2 2026, closing a stake of 90,909 shares — an estimated $3.88M sold.

Motley Fool Wealth Management first reported a position in GSHD in Q1 2022 and held it in 17 quarters. The position peaked at $17.4M in Q3 2024. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Motley Fool Wealth Management reported no remaining Goosehead Insurance position as of Q2 2026 after selling out during the quarter.
  • Motley Fool Wealth Management sold 90,909 Goosehead Insurance shares in Q2 2026, an estimated $3.88M.
  • Motley Fool Wealth Management first reported a position in Goosehead Insurance in Q1 2022 and held it in 17 quarters.
  • Motley Fool Wealth Management's Goosehead Insurance position peaked at $17.4M in Q3 2024.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Motley Fool Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.