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SJS Investment Consulting’s Goosehead Insurance GSHD Stock Holding History

SJS Investment Consulting’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 		$728 Buy
15
+7
+88% +$289 ﹤0.01% 2132
2026
Q1 		$342 Buy
8
+1
+14% +$56 ﹤0.01% 1857
2025
Q4 		$516 Buy
7
+5
+250% +$356 ﹤0.01% 1510
2025
Q3 		$149 Hold
2
– – ﹤0.01% 1526
2025
Q2 		$212 Sell
2
-1
-33% -$106 ﹤0.01% 1360
2025
Q1 		$355 Hold
3
– – ﹤0.01% 1341
2024
Q4 		$322 Sell
3
-2
-40% -$218 ﹤0.01% 1375
2024
Q3 		$447 Buy
5
+2
+67% +$158 ﹤0.01% 1364
2024
Q2 		$173 Hold
3
– – ﹤0.01% 1532
2024
Q1 		$200 Buy
3
+1
+50% +$76 ﹤0.01% 1487
2023
Q4 		$152 Hold
2
– – ﹤0.01% 1509
2023
Q3 		$150 Hold
2
– – ﹤0.01% 1495
2023
Q2 		$126 Buy
2
+1
+100% +$58 ﹤0.01% 1478
2023
Q1 		$53 Sell
1
-1
-50% -$43 ﹤0.01% 1509
2022
Q4 		$69 Buy
2
+1
+100% +$37 ﹤0.01% 1517
2022
Q3 		$0 Buy
+1
New +$52 ﹤0.01% 1224

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

SJS Investment Consulting's GSHD Position: Q2 2026 in Review

SJS Investment Consulting increased its Goosehead Insurance (GSHD) stake by 88% in Q2 2026, buying an estimated $289 and bringing the position to 15 shares worth $728. The position accounts for ﹤0.01% of the portfolio, ranked #2132.

SJS Investment Consulting first reported a position in GSHD in Q3 2022 and has held it in 16 quarters since. 91 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • SJS Investment Consulting held 15 shares of Goosehead Insurance worth $728 as of Q2 2026.
  • SJS Investment Consulting bought 7 Goosehead Insurance shares in Q2 2026, an estimated $289.
  • Goosehead Insurance made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #2132 holding.
  • SJS Investment Consulting first reported a position in Goosehead Insurance in Q3 2022 and has held it in 16 quarters since.
  • 91 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.