Spire Wealth Management’s Goosehead Insurance GSHD Stock Holding History

Spire Wealth 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	–	Sell	-9	Closed	-$645	–	2326
2025 Q4	$645	Sell	9 -2	-18%	-$142	﹤0.01%	2254
2025 Q3	$800	Hold	11	–	–	﹤0.01%	2310
2025 Q2	$1.13K	Hold	11	–	–	﹤0.01%	2260
2025 Q1	$1.27K	Buy	11 +1	+10%	+$112	﹤0.01%	2348
2024 Q4	$1.1K	Buy	+10	New	+$1.09K	﹤0.01%	2349
2023 Q3	–	Sell	-600	Closed	-$37.7K	–	2407
2023 Q2	$37.7K	Hold	600	–	–	﹤0.01%	1320
2023 Q1	$31.3K	Hold	600	–	–	﹤0.01%	1414
2022 Q4	$21K	Sell	600 -104	-15%	-$3.9K	﹤0.01%	1352
2022 Q3	$25K	Buy	704 +451	+178%	+$23.4K	﹤0.01%	1236
2022 Q2	$12K	Hold	253	–	–	﹤0.01%	1854
2022 Q1	$20K	Sell	253 -17	-6%	-$1.51K	﹤0.01%	1810
2021 Q4	$35K	Sell	270 -46	-15%	-$6.6K	﹤0.01%	1887
2021 Q3	$48K	Hold	316	–	–	﹤0.01%	1492
2021 Q2	$40K	Hold	316	–	–	﹤0.01%	1576
2021 Q1	$34K	Buy	+316	New	+$42.8K	﹤0.01%	1917

Other funds holding GSHD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LEP

Langdon Equity Partners Toronto $179M AUM

Spire Wealth Management's GSHD Position: Q1 2026 in Review

Spire Wealth Management sold out of Goosehead Insurance (GSHD) in Q1 2026, closing a stake of 9 shares — an estimated $645 sold.

Spire Wealth Management first reported a position in GSHD in Q1 2021 and held it in 15 quarters. The position peaked at $48K in Q3 2021. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

Spire Wealth Management reported no remaining Goosehead Insurance position as of Q1 2026 after selling out during the quarter.
Spire Wealth Management sold 9 Goosehead Insurance shares in Q1 2026, an estimated $645.
Spire Wealth Management first reported a position in Goosehead Insurance in Q1 2021 and held it in 15 quarters.
Spire Wealth Management's Goosehead Insurance position peaked at $48K in Q3 2021.
218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.