TWD
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True Wealth Design’s Goosehead Insurance GSHD Stock Holding History

True Wealth Design’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
-5
Closed -$369 – 2762
2025
Q4 		$369 Buy
+5
New +$356 ﹤0.01% 2053
2025
Q3 		– Sell
-2
Closed -$212 – 2789
2025
Q2 		$212 Buy
+2
New +$212 ﹤0.01% 2056

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LEP
Langdon Equity Partners Toronto $179M AUM

True Wealth Design's GSHD Position: Q1 2026 in Review

True Wealth Design sold out of Goosehead Insurance (GSHD) in Q1 2026, closing a stake of 5 shares — an estimated $369 sold.

True Wealth Design first reported a position in GSHD in Q2 2025 and held it in 2 quarters. The position peaked at $369 in Q4 2025. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

  • True Wealth Design reported no remaining Goosehead Insurance position as of Q1 2026 after selling out during the quarter.
  • True Wealth Design sold 5 Goosehead Insurance shares in Q1 2026, an estimated $369.
  • True Wealth Design first reported a position in Goosehead Insurance in Q2 2025 and held it in 2 quarters.
  • True Wealth Design's Goosehead Insurance position peaked at $369 in Q4 2025.
  • 218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.