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Alliance Wealth Advisors (Utah)’s Guidewire Software GWRE Stock Holding History

Alliance Wealth Advisors (Utah)’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
2025
Q4 		– Sell
-1,169
Closed -$269K – 274
2025
Q3 		$269K Sell
1,169
-205
-15% -$46.6K 0.06% 235
2025
Q2 		$324K Sell
1,374
-41
-3% -$8.81K 0.08% 214
2025
Q1 		$265K Buy
+1,415
New +$275K 0.07% 231

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LP
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BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
Stockbridge Partners
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s GWRE Position: Q4 2025 in Review

Alliance Wealth Advisors (Utah) sold out of Guidewire Software (GWRE) in Q4 2025, closing a stake of 1,169 shares — an estimated $269K sold.

Alliance Wealth Advisors (Utah) first reported a position in GWRE in Q1 2025 and held it in 3 quarters. The position peaked at $324K in Q2 2025. 671 funds tracked by Wall St. Rank hold GWRE as of Q4 2025.

  • Alliance Wealth Advisors (Utah) reported no remaining Guidewire Software position as of Q4 2025 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 1,169 Guidewire Software shares in Q4 2025, an estimated $269K.
  • Alliance Wealth Advisors (Utah) first reported a position in Guidewire Software in Q1 2025 and held it in 3 quarters.
  • Alliance Wealth Advisors (Utah)'s Guidewire Software position peaked at $324K in Q2 2025.
  • 671 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q4 2025, filed 2 Feb 2026.