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Plante Moran Financial Advisors’s Goosehead Insurance GSHD Stock Holding History

Plante Moran Financial 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
Q2 		$194 Buy
+4
New +$165 ﹤0.01% 1469

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Plante Moran Financial Advisors's GSHD Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Goosehead Insurance (GSHD) in Q2 2026: 4 shares worth $194. The stake represents ﹤0.01% of the portfolio and ranks #1469 among its holdings.

94 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Plante Moran Financial Advisors held 4 shares of Goosehead Insurance worth $194 as of Q2 2026.
  • Goosehead Insurance was a new Plante Moran Financial Advisors position in Q2 2026.
  • Goosehead Insurance made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1469 holding.
  • 94 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.