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Smartleaf Asset Management’s Goosehead Insurance GSHD Stock Holding History

Smartleaf Asset Management’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 		$8.19K Sell
193
-287
-60% -$16.1K ﹤0.01% 2423
2025
Q4 		$35.8K Buy
480
+25
+5% +$1.78K ﹤0.01% 1713
2025
Q3 		$33.4K Sell
455
-46
-9% -$4.05K ﹤0.01% 1590
2025
Q2 		$51.3K Sell
501
-157
-24% -$16.6K ﹤0.01% 1152
2025
Q1 		$77.9K Buy
658
+39
+6% +$4.38K 0.01% 950
2024
Q4 		$64.4K Buy
619
+509
+463% +$55.6K 0.01% 1058
2024
Q3 		$9.78K Buy
110
+81
+279% +$6.41K ﹤0.01% 1770
2024
Q2 		$1.67K Buy
+29
New +$1.74K ﹤0.01% 2287
2024
Q1 		– Sell
-70
Closed -$5.4K – 1866
2023
Q4 		$5.4K Buy
+70
New +$5.06K ﹤0.01% 851

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

Smartleaf Asset Management's GSHD Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Goosehead Insurance (GSHD) stake by 60% in Q1 2026, selling an estimated $16.1K and leaving 193 shares worth $8.19K. The position accounts for ﹤0.01% of the portfolio, ranked #2423.

Smartleaf Asset Management first reported a position in GSHD in Q4 2023 and has held it in 9 quarters since. The position peaked at $77.9K in Q1 2025. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

  • Smartleaf Asset Management held 193 shares of Goosehead Insurance worth $8.19K as of Q1 2026.
  • Smartleaf Asset Management sold 287 Goosehead Insurance shares in Q1 2026, an estimated $16.1K.
  • Goosehead Insurance made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2423 holding.
  • Smartleaf Asset Management first reported a position in Goosehead Insurance in Q4 2023 and has held it in 9 quarters since.
  • Smartleaf Asset Management's Goosehead Insurance position peaked at $77.9K in Q1 2025.
  • 218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.