AWM
GWRE icon

AE Wealth Management’s Guidewire Software GWRE Stock Holding History

AE Wealth Management’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
Q1 		– Sell
-2,024
Closed -$407K – 2634
2025
Q4 		$407K Buy
2,024
+19
+0.9% +$4.2K ﹤0.01% 1156
2025
Q3 		$461K Buy
2,005
+216
+12% +$49.1K ﹤0.01% 1007
2025
Q2 		$421K Sell
1,789
-35
-2% -$7.52K ﹤0.01% 985
2025
Q1 		$342K Buy
+1,824
New +$355K ﹤0.01% 1036
2020
Q4 		– Sell
-23,599
Closed -$2.46M – 1384
2020
Q3 		$2.46M Buy
23,599
+8,506
+56% +$956K 0.04% 380
2020
Q2 		$1.67M Buy
15,093
+7,904
+110% +$759K 0.03% 464
2020
Q1 		$570K Buy
7,189
+3,543
+97% +$370K 0.01% 638
2019
Q4 		$400K Buy
+3,646
New +$408K 0.01% 804

Other funds holding GWRE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.28B AUM 11.7% 1-Year Est. Return