WWM
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Wolff Wiese Magana’s Goosehead Insurance GSHD Stock Holding History

Wolff Wiese Magana’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 		$22.4K Sell
461
-150
-25% -$6.19K 0.01% 342
2026
Q1 		$26.1K Buy
611
+29
+5% +$1.62K 0.01% 294
2025
Q4 		$42.9K Buy
582
+17
+3% +$1.21K 0.02% 223
2025
Q3 		$42K Hold
565
– – 0.02% 227
2025
Q2 		$59.6K Sell
565
-3
-0.5% -$318 0.04% 189
2025
Q1 		$67.1K Hold
568
– – 0.05% 168
2024
Q4 		$60.9K Hold
568
– – 0.04% 178
2024
Q3 		$50.7K Hold
568
– – 0.03% 189
2024
Q2 		$32.6K Sell
568
-6,320
-92% -$379K 0.03% 201
2024
Q1 		$459K Buy
6,888
+13
+0.2% +$993 0.4% 58
2023
Q4 		$521K Sell
6,875
-1,864
-21% -$135K 0.5% 53
2023
Q3 		$651K Sell
8,739
-134
-2% -$8.99K 0.53% 58
2023
Q2 		$558K Hold
8,873
– – 0.43% 60
2023
Q1 		$463K Buy
8,873
+164
+2% +$7.12K 0.38% 65
2022
Q4 		$299K Sell
8,709
-1,257
-13% -$47.1K 0.26% 77
2022
Q3 		$356K Buy
9,966
+1,821
+22% +$94.6K 0.29% 74
2022
Q2 		$372K Sell
8,145
-2,109
-21% -$115K 0.27% 75
2022
Q1 		$805K Buy
10,254
+559
+6% +$49.6K 0.54% 48
2021
Q4 		$1.26M Sell
9,695
-274
-3% -$39.3K 0.81% 36
2021
Q3 		$1.52M Buy
9,969
+169
+2% +$22.8K 1.07% 21
2021
Q2 		$1.25M Buy
9,800
+1,320
+16% +$134K 0.89% 32
2021
Q1 		$909K Buy
8,480
+359
+4% +$48.6K 0.71% 44
2020
Q4 		$1.01M Buy
+8,121
New +$928K 0.85% 37

Other funds holding GSHD

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Wolff Wiese Magana's GSHD Position: Q2 2026 in Review

Wolff Wiese Magana reduced its Goosehead Insurance (GSHD) stake by 25% in Q2 2026, selling an estimated $6.19K and leaving 461 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #342.

Wolff Wiese Magana first reported a position in GSHD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.52M in Q3 2021. 35 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Wolff Wiese Magana held 461 shares of Goosehead Insurance worth $22.4K as of Q2 2026.
  • Wolff Wiese Magana sold 150 Goosehead Insurance shares in Q2 2026, an estimated $6.19K.
  • Goosehead Insurance made up 0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #342 holding.
  • Wolff Wiese Magana first reported a position in Goosehead Insurance in Q4 2020 and has held it in 23 quarters since.
  • Wolff Wiese Magana's Goosehead Insurance position peaked at $1.52M in Q3 2021.
  • 35 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.