Physician Wealth Advisors’s Goosehead Insurance GSHD Stock Holding History

Physician Wealth Advisors’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	–	Sell	-6	Closed	-$442	–	2146
2025 Q4	$442	Buy	+6	New	+$427	﹤0.01%	1939
2025 Q3	–	Sell	-9	Closed	-$950	–	1966
2025 Q2	$950	Buy	+9	New	+$953	﹤0.01%	1465

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

Physician Wealth Advisors's GSHD Position: Q1 2026 in Review

Physician Wealth Advisors sold out of Goosehead Insurance (GSHD) in Q1 2026, closing a stake of 6 shares — an estimated $442 sold.

Physician Wealth Advisors first reported a position in GSHD in Q2 2025 and held it in 2 quarters. The position peaked at $950 in Q2 2025. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

Physician Wealth Advisors reported no remaining Goosehead Insurance position as of Q1 2026 after selling out during the quarter.
Physician Wealth Advisors sold 6 Goosehead Insurance shares in Q1 2026, an estimated $442.
Physician Wealth Advisors first reported a position in Goosehead Insurance in Q2 2025 and held it in 2 quarters.
Physician Wealth Advisors's Goosehead Insurance position peaked at $950 in Q2 2025.
218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.