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TD Private Client Wealth’s Goosehead Insurance GSHD Stock Holding History

TD Private Client Wealth’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
-8
Closed -$589 – 1699
2025
Q4 		$589 Hold
8
– – ﹤0.01% 1471
2025
Q3 		$595 Buy
+8
New +$705 ﹤0.01% 1452

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

TD Private Client Wealth's GSHD Position: Q1 2026 in Review

TD Private Client Wealth sold out of Goosehead Insurance (GSHD) in Q1 2026, closing a stake of 8 shares — an estimated $589 sold.

TD Private Client Wealth first reported a position in GSHD in Q3 2025 and held it in 2 quarters. The position peaked at $595 in Q3 2025. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

  • TD Private Client Wealth reported no remaining Goosehead Insurance position as of Q1 2026 after selling out during the quarter.
  • TD Private Client Wealth sold 8 Goosehead Insurance shares in Q1 2026, an estimated $589.
  • TD Private Client Wealth first reported a position in Goosehead Insurance in Q3 2025 and held it in 2 quarters.
  • TD Private Client Wealth's Goosehead Insurance position peaked at $595 in Q3 2025.
  • 218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.