PFS Partners’s Goosehead Insurance GSHD Stock Holding History

PFS 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	$1.05M	Hold	24,536	–	–	0.48%	26
2025 Q4	$1.81M	Hold	24,536	–	–	0.83%	21
2025 Q3	$1.83M	Hold	24,536	–	–	0.87%	20
2025 Q2	$2.59M	Hold	24,536	–	–	1.3%	17
2025 Q1	$2.9M	Buy	24,536 +1,268	+5%	+$142K	1.53%	16
2024 Q4	$2.49M	Hold	23,268	–	–	1.34%	16
2024 Q3	$2.08M	Hold	23,268	–	–	1.17%	20
2024 Q2	$1.34M	Hold	23,268	–	–	0.83%	22
2024 Q1	$1.55M	Hold	23,268	–	–	1.03%	19
2023 Q4	$1.76M	Hold	23,268	–	–	1.21%	19
2023 Q3	$1.73M	Hold	23,268	–	–	1.53%	14
2023 Q2	$1.46M	Hold	23,268	–	–	1.22%	16
2023 Q1	$1.21M	Hold	23,268	–	–	1.19%	14
2022 Q4	$799K	Hold	23,268	–	–	0.84%	16
2022 Q3	$829K	Hold	23,268	–	–	0.9%	15
2022 Q2	$1.06M	Buy	23,268 +1,000	+4%	+$54.6K	1.03%	15
2022 Q1	$1.75M	Hold	22,268	–	–	1.51%	13
2021 Q4	$2.9M	Buy	+22,268	New	+$3.2M	2.15%	12

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

PFS Partners's GSHD Position: Q1 2026 in Review

PFS Partners held its Goosehead Insurance (GSHD) position steady in Q1 2026 at 24,536 shares worth $1.05M. The position accounts for 0.48% of the portfolio, ranked #26.

PFS Partners first reported a position in GSHD in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.9M in Q1 2025. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

PFS Partners held 24,536 shares of Goosehead Insurance worth $1.05M as of Q1 2026.
PFS Partners left its Goosehead Insurance share count unchanged in Q1 2026.
Goosehead Insurance made up 0.48% of PFS Partners's portfolio in Q1 2026, its #26 holding.
PFS Partners first reported a position in Goosehead Insurance in Q4 2021 and has held it in 18 quarters since.
PFS Partners's Goosehead Insurance position peaked at $2.9M in Q1 2025.
218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on PFS Partners's 13F filing for Q1 2026, filed 9 Apr 2026.