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GSHD icon

&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
Q2 		$265K Sell
5,472
-1,675
-23% -$69.1K ﹤0.01% 2209
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
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

&Partners's GSHD Position: Q2 2026 in Review

&Partners reduced its Goosehead Insurance (GSHD) stake by 23% in Q2 2026, selling an estimated $69.1K and leaving 5,472 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #2209.

&Partners first reported a position in GSHD in Q2 2021 and has held it in 12 quarters since. The position peaked at $831K in Q2 2025. 231 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • &Partners held 5,472 shares of Goosehead Insurance worth $265K as of Q2 2026.
  • &Partners sold 1,675 Goosehead Insurance shares in Q2 2026, an estimated $69.1K.
  • Goosehead Insurance made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2209 holding.
  • &Partners first reported a position in Goosehead Insurance in Q2 2021 and has held it in 12 quarters since.
  • &Partners's Goosehead Insurance position peaked at $831K in Q2 2025.
  • 231 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.