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Steward Partners Investment Advisory’s Goosehead Insurance GSHD Stock Holding History

Steward Partners Investment Advisory’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
-620
Closed -$26.4K – 4754
2026
Q1 		$26.4K Hold
620
– – ﹤0.01% 3103
2025
Q4 		$45.7K Hold
620
– – ﹤0.01% 2721
2025
Q3 		$46.1K Buy
+620
New +$54.6K ﹤0.01% 2645
2024
Q4 		– Sell
-46
Closed -$4.11K – 4021
2024
Q3 		$4.11K Buy
+46
New +$3.64K ﹤0.01% 3252
2022
Q3 		– Sell
-81
Closed -$4K – 3288
2022
Q2 		$4K Sell
81
-360
-82% -$19.6K ﹤0.01% 2832
2022
Q1 		$35K Sell
441
-357
-45% -$31.7K ﹤0.01% 2095
2021
Q4 		$104K Buy
798
+238
+43% +$34.1K ﹤0.01% 1586
2021
Q3 		$85K Sell
560
-174
-24% -$23.5K ﹤0.01% 1626
2021
Q2 		$93K Buy
734
+259
+55% +$26.4K ﹤0.01% 2374
2021
Q1 		$50.9K Buy
+475
New +$64.3K ﹤0.01% 1970
2020
Q4 		– Sell
-205
Closed -$18K – 2931
2020
Q3 		$18K Sell
205
-20
-9% -$1.82K ﹤0.01% 1930
2020
Q2 		$17K Hold
225
– – ﹤0.01% 1830
2020
Q1 		$10K Buy
225
+40
+22% +$1.98K ﹤0.01% 1861
2019
Q4 		$7K Buy
185
+25
+16% +$1.11K ﹤0.01% 2143
2019
Q3 		$7K Buy
160
+35
+28% +$1.61K ﹤0.01% 2130
2019
Q2 		$5K Buy
+125
New +$4.35K ﹤0.01% 2217

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LEP
Langdon Equity Partners Toronto $179M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Steward Partners Investment Advisory's GSHD Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of Goosehead Insurance (GSHD) in Q2 2026, closing a stake of 620 shares — an estimated $26.4K sold.

Steward Partners Investment Advisory first reported a position in GSHD in Q2 2019 and held it in 16 quarters. The position peaked at $104K in Q4 2021. 167 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Steward Partners Investment Advisory reported no remaining Goosehead Insurance position as of Q2 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 620 Goosehead Insurance shares in Q2 2026, an estimated $26.4K.
  • Steward Partners Investment Advisory first reported a position in Goosehead Insurance in Q2 2019 and held it in 16 quarters.
  • Steward Partners Investment Advisory's Goosehead Insurance position peaked at $104K in Q4 2021.
  • 167 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.