UBS AM
GSHD icon

UBS AM’s Goosehead Insurance GSHD Stock Holding History

UBS AM’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 		$2.36M Buy
48,606
+4,181
+9% +$172K ﹤0.01% 1970
2026
Q1 		$1.9M Sell
44,425
-3,806
-8% -$213K ﹤0.01% 2065
2025
Q4 		$3.55M Buy
48,231
+378
+0.8% +$26.9K ﹤0.01% 1630
2025
Q3 		$3.56M Sell
47,853
-33,678
-41% -$2.97M ﹤0.01% 1520
2025
Q2 		$8.6M Buy
81,531
+23,136
+40% +$2.45M ﹤0.01% 1438
2025
Q1 		$6.89M Buy
58,395
+3,218
+6% +$361K ﹤0.01% 1405
2024
Q4 		$5.92M Buy
55,177
+11,654
+27% +$1.27M ﹤0.01% 1518
2024
Q3 		$3.89M Sell
43,523
-5,802
-12% -$459K ﹤0.01% 1706
2024
Q2 		$2.83M Buy
49,325
+22,867
+86% +$1.37M ﹤0.01% 1808
2024
Q1 		$1.76M Hold
26,458
– – ﹤0.01% 1749
2023
Q4 		$2.01M Hold
26,458
– – ﹤0.01% 1687
2023
Q3 		$1.97M Buy
26,458
+6,002
+29% +$403K ﹤0.01% 1634
2023
Q2 		$1.07M Hold
20,456
– – ﹤0.01% 1973
2023
Q1 		$1.07M Buy
20,456
+1,643
+9% +$71.3K ﹤0.01% 1973
2022
Q4 		$646K Hold
18,813
– – ﹤0.01% 2065
2022
Q3 		$670K Hold
18,813
– – ﹤0.01% 2194
2022
Q2 		$859K Sell
18,813
-3,559
-16% -$194K ﹤0.01% 2050
2022
Q1 		$1.76M Hold
22,372
– – ﹤0.01% 1857
2021
Q4 		$2.91M Buy
22,372
+663
+3% +$95.1K ﹤0.01% 1690
2021
Q3 		$3.31M Sell
21,709
-685
-3% -$92.4K ﹤0.01% 1572
2021
Q2 		$2.85M Buy
22,394
+4,955
+28% +$505K ﹤0.01% 1690
2021
Q1 		$1.87M Buy
17,439
+1,044
+6% +$141K ﹤0.01% 1772
2020
Q4 		$2.05M Buy
16,395
+4,095
+33% +$468K ﹤0.01% 1674
2020
Q3 		$1.07M Buy
12,300
+1,900
+18% +$173K ﹤0.01% 1824
2020
Q2 		$782K Buy
+10,400
New +$603K ﹤0.01% 1908

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

UBS AM's GSHD Position: Q2 2026 in Review

UBS AM increased its Goosehead Insurance (GSHD) stake by 9.4% in Q2 2026, buying an estimated $172K and bringing the position to 48,606 shares worth $2.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1970.

UBS AM first reported a position in GSHD in Q2 2020 and has held it in 25 quarters since. The position peaked at $8.6M in Q2 2025. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • UBS AM held 48,606 shares of Goosehead Insurance worth $2.36M as of Q2 2026.
  • UBS AM bought 4,181 Goosehead Insurance shares in Q2 2026, an estimated $172K.
  • Goosehead Insurance made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1970 holding.
  • UBS AM first reported a position in Goosehead Insurance in Q2 2020 and has held it in 25 quarters since.
  • UBS AM's Goosehead Insurance position peaked at $8.6M in Q2 2025.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.