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Verdence Capital Advisors’s Goosehead Insurance GSHD Stock Holding History

Verdence Capital Advisors’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 		$653K Sell
13,460
-339
-2% -$14K 0.03% 382
2026
Q1 		$589K Buy
13,799
+2,467
+22% +$138K 0.03% 398
2025
Q4 		$835K Buy
11,332
+435
+4% +$31K 0.05% 306
2025
Q3 		$796K Buy
10,897
+1,930
+22% +$170K 0.05% 336
2025
Q2 		$946K Buy
8,967
+1,428
+19% +$151K 0.06% 272
2025
Q1 		$890K Sell
7,539
-524
-6% -$58.8K 0.07% 264
2024
Q4 		$865K Sell
8,063
-810
-9% -$88.4K 0.07% 269
2024
Q3 		$792K Sell
8,873
-918
-9% -$72.7K 0.06% 293
2024
Q2 		$562K Buy
9,791
+1,333
+16% +$80K 0.05% 330
2024
Q1 		$563K Buy
8,458
+2,929
+53% +$224K 0.05% 333
2023
Q4 		$419K Buy
5,529
+242
+5% +$17.5K 0.04% 372
2023
Q3 		$394K Buy
5,287
+369
+8% +$24.8K 0.04% 368
2023
Q2 		$309K Sell
4,918
-600
-11% -$34.5K 0.04% 409
2023
Q1 		$288K Buy
+5,518
New +$240K 0.03% 430

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

Verdence Capital Advisors's GSHD Position: Q2 2026 in Review

Verdence Capital Advisors reduced its Goosehead Insurance (GSHD) stake by 2.5% in Q2 2026, selling an estimated $14K and leaving 13,460 shares worth $653K. The position accounts for 0.03% of the portfolio, ranked #382.

Verdence Capital Advisors first reported a position in GSHD in Q1 2023 and has held it in 14 quarters since. The position peaked at $946K in Q2 2025. 231 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Verdence Capital Advisors held 13,460 shares of Goosehead Insurance worth $653K as of Q2 2026.
  • Verdence Capital Advisors sold 339 Goosehead Insurance shares in Q2 2026, an estimated $14K.
  • Goosehead Insurance made up 0.03% of Verdence Capital Advisors's portfolio in Q2 2026, its #382 holding.
  • Verdence Capital Advisors first reported a position in Goosehead Insurance in Q1 2023 and has held it in 14 quarters since.
  • Verdence Capital Advisors's Goosehead Insurance position peaked at $946K in Q2 2025.
  • 231 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.