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Stansberry Asset Management’s Goosehead Insurance GSHD Stock Holding History

Stansberry 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
Q2 		– Sell
-7,504
Closed -$320K – 152
2026
Q1 		$320K Sell
7,504
-399
-5% -$22.3K 0.03% 132
2025
Q4 		$582K Sell
7,903
-1,336
-14% -$95.2K 0.06% 122
2025
Q3 		$688K Buy
+9,239
New +$814K 0.07% 116

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

Stansberry Asset Management's GSHD Position: Q2 2026 in Review

Stansberry Asset Management sold out of Goosehead Insurance (GSHD) in Q2 2026, closing a stake of 7,504 shares — an estimated $320K sold.

Stansberry Asset Management first reported a position in GSHD in Q3 2025 and held it in 3 quarters. The position peaked at $688K in Q3 2025. 231 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Stansberry Asset Management reported no remaining Goosehead Insurance position as of Q2 2026 after selling out during the quarter.
  • Stansberry Asset Management sold 7,504 Goosehead Insurance shares in Q2 2026, an estimated $320K.
  • Stansberry Asset Management first reported a position in Goosehead Insurance in Q3 2025 and held it in 3 quarters.
  • Stansberry Asset Management's Goosehead Insurance position peaked at $688K in Q3 2025.
  • 231 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Stansberry Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.