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Private Wealth Management Group’s Goosehead Insurance GSHD Stock Holding History

Private Wealth Management 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
Q2 		$2.23K Sell
46
-83
-64% -$3.42K ﹤0.01% 1128
2026
Q1 		$5.5K Buy
+129
New +$7.21K ﹤0.01% 737

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

Private Wealth Management Group's GSHD Position: Q2 2026 in Review

Private Wealth Management Group reduced its Goosehead Insurance (GSHD) stake by 64% in Q2 2026, selling an estimated $3.42K and leaving 46 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

Private Wealth Management Group first reported a position in GSHD in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.5K in Q1 2026. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Private Wealth Management Group held 46 shares of Goosehead Insurance worth $2.23K as of Q2 2026.
  • Private Wealth Management Group sold 83 Goosehead Insurance shares in Q2 2026, an estimated $3.42K.
  • Goosehead Insurance made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1128 holding.
  • Private Wealth Management Group first reported a position in Goosehead Insurance in Q1 2026 and has held it in 2 quarters since.
  • Private Wealth Management Group's Goosehead Insurance position peaked at $5.5K in Q1 2026.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.