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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
Q2 		$44.6K Buy
920
+342
+59% +$14.1K ﹤0.01% 1357
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 $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

Pinnacle Wealth Planning Services's GSHD Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Goosehead Insurance (GSHD) stake by 59% in Q2 2026, buying an estimated $14.1K and bringing the position to 920 shares worth $44.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Pinnacle Wealth Planning Services first reported a position in GSHD in Q4 2025 and has held it in 3 quarters since. 231 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Pinnacle Wealth Planning Services held 920 shares of Goosehead Insurance worth $44.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 342 Goosehead Insurance shares in Q2 2026, an estimated $14.1K.
  • Goosehead Insurance made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1357 holding.
  • Pinnacle Wealth Planning Services first reported a position in Goosehead Insurance in Q4 2025 and has held it in 3 quarters since.
  • 231 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.