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Oppenheimer Asset Management’s Goosehead Insurance GSHD Stock Holding History

Oppenheimer Asset 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 		$1.31M Sell
27,086
-387
-1% -$16K 0.01% 686
2026
Q1 		$1.17M Buy
27,473
+1,445
+6% +$80.8K 0.01% 686
2025
Q4 		$1.92M Sell
26,028
-2,781
-10% -$198K 0.02% 507
2025
Q3 		$2.14M Sell
28,809
-1,224
-4% -$108K 0.02% 542
2025
Q2 		$3.17M Sell
30,033
-1,240
-4% -$131K 0.04% 441
2025
Q1 		$3.69M Sell
31,273
-4,928
-14% -$553K 0.05% 383
2024
Q4 		$3.88M Sell
36,201
-4,029
-10% -$440K 0.05% 377
2024
Q3 		$3.59M Buy
40,230
+2,214
+6% +$175K 0.04% 397
2024
Q2 		$2.18M Buy
38,016
+10,464
+38% +$628K 0.03% 501
2024
Q1 		$1.84M Sell
27,552
-1,684
-6% -$129K 0.03% 515
2023
Q4 		$2.22M Sell
29,236
-5,104
-15% -$369K 0.03% 487
2023
Q3 		$2.56M Sell
34,340
-1,798
-5% -$121K 0.04% 412
2023
Q2 		$2.27M Sell
36,138
-2,096
-5% -$121K 0.03% 466
2023
Q1 		$2M Buy
38,234
+1,125
+3% +$48.8K 0.03% 492
2022
Q4 		$1.27M Sell
37,109
-795
-2% -$29.8K 0.02% 612
2022
Q3 		$1.35M Buy
37,904
+3,298
+10% +$171K 0.02% 573
2022
Q2 		$1.58M Buy
34,606
+9,323
+37% +$509K 0.03% 535
2022
Q1 		$1.99M Buy
25,283
+1,933
+8% +$172K 0.03% 530
2021
Q4 		$3.04M Buy
23,350
+8,174
+54% +$1.17M 0.04% 429
2021
Q3 		$2.31M Buy
15,176
+578
+4% +$78K 0.03% 492
2021
Q2 		$1.86M Buy
14,598
+66
+0.5% +$6.72K 0.03% 562
2021
Q1 		$1.56M Buy
14,532
+2,534
+21% +$343K 0.02% 587
2020
Q4 		$1.5M Buy
11,998
+1,618
+16% +$185K 0.03% 559
2020
Q3 		$899K Buy
10,380
+4,616
+80% +$421K 0.02% 650
2020
Q2 		$433K Buy
5,764
+1,427
+33% +$82.7K 0.01% 826
2020
Q1 		$194K Buy
4,337
+2,555
+143% +$127K ﹤0.01% 977
2019
Q4 		$76K Buy
+1,782
New +$78.9K ﹤0.01% 1258

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 $3.38T AUM 44.17% 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

Oppenheimer Asset Management's GSHD Position: Q2 2026 in Review

Oppenheimer Asset Management reduced its Goosehead Insurance (GSHD) stake by 1.4% in Q2 2026, selling an estimated $16K and leaving 27,086 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #686.

Oppenheimer Asset Management first reported a position in GSHD in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.88M in Q4 2024. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Oppenheimer Asset Management held 27,086 shares of Goosehead Insurance worth $1.31M as of Q2 2026.
  • Oppenheimer Asset Management sold 387 Goosehead Insurance shares in Q2 2026, an estimated $16K.
  • Goosehead Insurance made up 0.01% of Oppenheimer Asset Management's portfolio in Q2 2026, its #686 holding.
  • Oppenheimer Asset Management first reported a position in Goosehead Insurance in Q4 2019 and has held it in 27 quarters since.
  • Oppenheimer Asset Management's Goosehead Insurance position peaked at $3.88M in Q4 2024.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.