PWG
GSHD icon

Portside Wealth Group’s Goosehead Insurance GSHD Stock Holding History

Portside Wealth Group’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
-3,715
Closed -$274K – 490
2025
Q4 		$274K Sell
3,715
-2,474
-40% -$176K 0.04% 391
2025
Q3 		$461K Sell
6,189
-2,587
-29% -$228K 0.06% 271
2025
Q2 		$926K Buy
8,776
+737
+9% +$78.1K 0.14% 159
2025
Q1 		$949K Sell
8,039
-330
-4% -$37K 0.15% 145
2024
Q4 		$897K Sell
8,369
-389
-4% -$42.5K 0.15% 150
2024
Q3 		$782K Sell
8,758
-635
-7% -$50.3K 0.13% 167
2024
Q2 		$540K Buy
9,393
+2,100
+29% +$126K 0.1% 198
2024
Q1 		$486K Buy
7,293
+364
+5% +$27.8K 0.09% 218
2023
Q4 		$525K Buy
6,929
+646
+10% +$46.7K 0.1% 204
2023
Q3 		$468K Sell
6,283
-287
-4% -$19.3K 0.09% 201
2023
Q2 		$413K Buy
+6,570
New +$378K 0.08% 216

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

Portside Wealth Group's GSHD Position: Q1 2026 in Review

Portside Wealth Group sold out of Goosehead Insurance (GSHD) in Q1 2026, closing a stake of 3,715 shares — an estimated $274K sold.

Portside Wealth Group first reported a position in GSHD in Q2 2023 and held it in 11 quarters. The position peaked at $949K in Q1 2025. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

  • Portside Wealth Group reported no remaining Goosehead Insurance position as of Q1 2026 after selling out during the quarter.
  • Portside Wealth Group sold 3,715 Goosehead Insurance shares in Q1 2026, an estimated $274K.
  • Portside Wealth Group first reported a position in Goosehead Insurance in Q2 2023 and held it in 11 quarters.
  • Portside Wealth Group's Goosehead Insurance position peaked at $949K in Q1 2025.
  • 218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on Portside Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.