Osaic Holdings
GSHD icon

Osaic Holdings’s Goosehead Insurance GSHD Stock Holding History

Osaic Holdings’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 		$38.8K Buy
799
+176
+28% +$7.26K ﹤0.01% 5661
2026
Q1 		$26.6K Buy
623
+23
+4% +$1.29K ﹤0.01% 5672
2025
Q4 		$44.3K Sell
600
-3,104
-84% -$221K ﹤0.01% 5314
2025
Q3 		$309K Sell
3,704
-453
-11% -$39.9K ﹤0.01% 3844
2025
Q2 		$439K Buy
4,157
+6
+0.1% +$636 ﹤0.01% 3256
2025
Q1 		$490K Buy
4,151
+3,767
+981% +$423K ﹤0.01% 2892
2024
Q4 		$41.2K Buy
384
+47
+14% +$5.13K ﹤0.01% 4842
2024
Q3 		$30.1K Sell
337
-110
-25% -$8.71K ﹤0.01% 5106
2024
Q2 		$25.7K Buy
447
+100
+29% +$6K ﹤0.01% 5166
2024
Q1 		$23.1K Sell
347
-12,217
-97% -$934K ﹤0.01% 5265
2023
Q4 		$952K Sell
12,564
-7,983
-39% -$577K ﹤0.01% 2567
2023
Q3 		$1.53M Buy
20,547
+5,528
+37% +$371K ﹤0.01% 2244
2023
Q2 		$944K Sell
15,019
-211
-1% -$12.1K ﹤0.01% 2567
2023
Q1 		$795K Sell
15,230
-1,006
-6% -$43.7K ﹤0.01% 2693
2022
Q4 		$558K Buy
16,236
+431
+3% +$16.1K ﹤0.01% 2922
2022
Q3 		$564K Buy
15,805
+4,828
+44% +$251K ﹤0.01% 2773
2022
Q2 		$502K Buy
10,977
+6,813
+164% +$372K ﹤0.01% 2922
2022
Q1 		$393K Sell
4,164
-431
-9% -$38.3K ﹤0.01% 3454
2021
Q4 		$597K Buy
4,595
+1,141
+33% +$164K ﹤0.01% 2893
2021
Q3 		$527K Sell
3,454
-1,542
-31% -$208K ﹤0.01% 2975
2021
Q2 		$635K Sell
4,996
-830
-14% -$84.6K ﹤0.01% 2761
2021
Q1 		$624K Sell
5,826
-9,292
-61% -$1.26M ﹤0.01% 2648
2020
Q4 		$1.89M Buy
15,118
+12,169
+413% +$1.39M 0.01% 1492
2020
Q3 		$255K Sell
2,949
-14,955
-84% -$1.36M ﹤0.01% 3017
2020
Q2 		$1.35M Buy
17,904
+16,283
+1,005% +$943K ﹤0.01% 1515
2020
Q1 		$72K Buy
+1,621
New +$80.3K ﹤0.01% 3714

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

Osaic Holdings's GSHD Position: Q2 2026 in Review

Osaic Holdings increased its Goosehead Insurance (GSHD) stake by 28% in Q2 2026, buying an estimated $7.26K and bringing the position to 799 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #5661.

Osaic Holdings first reported a position in GSHD in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.89M in Q4 2020. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Osaic Holdings held 799 shares of Goosehead Insurance worth $38.8K as of Q2 2026.
  • Osaic Holdings bought 176 Goosehead Insurance shares in Q2 2026, an estimated $7.26K.
  • Goosehead Insurance made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5661 holding.
  • Osaic Holdings first reported a position in Goosehead Insurance in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Goosehead Insurance position peaked at $1.89M in Q4 2020.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.