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Pinnacle Wealth Planning Services’s Goosehead Insurance GSHD Stock Holding History

Pinnacle Wealth Planning Services’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 		$24.7K Buy
578
+185
+47% +$10.3K ﹤0.01% 1586
2025
Q4 		$28.9K Buy
+393
New +$28K ﹤0.01% 1539

Other funds holding GSHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital World Investors
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
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

Pinnacle Wealth Planning Services's GSHD Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Goosehead Insurance (GSHD) stake by 47% in Q1 2026, buying an estimated $10.3K and bringing the position to 578 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1586.

Pinnacle Wealth Planning Services first reported a position in GSHD in Q4 2025 and has held it in 2 quarters since. The position peaked at $28.9K in Q4 2025. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

  • Pinnacle Wealth Planning Services held 578 shares of Goosehead Insurance worth $24.7K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 185 Goosehead Insurance shares in Q1 2026, an estimated $10.3K.
  • Goosehead Insurance made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1586 holding.
  • Pinnacle Wealth Planning Services first reported a position in Goosehead Insurance in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Goosehead Insurance position peaked at $28.9K in Q4 2025.
  • 218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.