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Aaron Wealth Advisors’s Guidewire Software GWRE Stock Holding History

Aaron Wealth Advisors’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$488K Sell
3,962
-1,518
-28% -$202K 0.02% 424
2026
Q1 		$820K Buy
5,480
+3,508
+178% +$534K 0.05% 266
2025
Q4 		$396K Buy
+1,972
New +$436K 0.02% 501
2021
Q2 		– Sell
-5,015
Closed -$509K – 161
2021
Q1 		$509K Buy
5,015
+15
+0.3% +$1.74K 0.19% 84
2020
Q4 		$643K Buy
+5,000
New +$571K 0.24% 59

Other funds holding GWRE

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 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
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

Aaron Wealth Advisors's GWRE Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Guidewire Software (GWRE) stake by 28% in Q2 2026, selling an estimated $202K and leaving 3,962 shares worth $488K. The position accounts for 0.02% of the portfolio, ranked #424.

Aaron Wealth Advisors first reported a position in GWRE in Q4 2020 and has held it in 5 quarters since. The position peaked at $820K in Q1 2026. 547 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Aaron Wealth Advisors held 3,962 shares of Guidewire Software worth $488K as of Q2 2026.
  • Aaron Wealth Advisors sold 1,518 Guidewire Software shares in Q2 2026, an estimated $202K.
  • Guidewire Software made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #424 holding.
  • Aaron Wealth Advisors first reported a position in Guidewire Software in Q4 2020 and has held it in 5 quarters since.
  • Aaron Wealth Advisors's Guidewire Software position peaked at $820K in Q1 2026.
  • 547 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.