&Partners’s Goosehead Insurance GSHD Stock Holding History

&Partners’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	$305K	Buy	7,147 +806	+13%	+$45.1K	﹤0.01%	1979
2025 Q4	$467K	Sell	6,341 -185	-3%	-$13.2K	﹤0.01%	1645
2025 Q3	$486K	Sell	6,526 -1,347	-17%	-$119K	﹤0.01%	1462
2025 Q2	$831K	Buy	7,873 +924	+13%	+$97.9K	0.01%	1077
2025 Q1	$823K	Buy	6,949 +715	+11%	+$80.2K	0.01%	901
2024 Q4	$672K	Buy	6,234 +3,119	+100%	+$341K	0.01%	938
2024 Q3	$278K	Buy	+3,115	New	+$247K	0.01%	1137
2022 Q2	–	Sell	-2,800	Closed	-$220K	–	202
2022 Q1	$220K	Buy	2,800 +1,000	+56%	+$88.8K	0.12%	172
2021 Q4	$234K	Hold	1,800	–	–	0.14%	155
2021 Q3	$274K	Hold	1,800	–	–	0.17%	132
2021 Q2	$229K	Buy	+1,800	New	+$183K	0.15%	154

Other funds holding GSHD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

&Partners's GSHD Position: Q1 2026 in Review

&Partners increased its Goosehead Insurance (GSHD) stake by 13% in Q1 2026, buying an estimated $45.1K and bringing the position to 7,147 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1979.

&Partners first reported a position in GSHD in Q2 2021 and has held it in 11 quarters since. The position peaked at $831K in Q2 2025. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

&Partners held 7,147 shares of Goosehead Insurance worth $305K as of Q1 2026.
&Partners bought 806 Goosehead Insurance shares in Q1 2026, an estimated $45.1K.
Goosehead Insurance made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1979 holding.
&Partners first reported a position in Goosehead Insurance in Q2 2021 and has held it in 11 quarters since.
&Partners's Goosehead Insurance position peaked at $831K in Q2 2025.
218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.