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Angeles Wealth Management’s Guidewire Software GWRE Stock Holding History

Angeles 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
Q2 		$340K Buy
2,761
+135
+5% +$18K 0.02% 357
2026
Q1 		$393K Buy
2,626
+279
+12% +$42.5K 0.02% 274
2025
Q4 		$472K Hold
2,347
– – 0.03% 220
2025
Q3 		$539K Sell
2,347
-85
-3% -$19.3K 0.03% 178
2025
Q2 		$573K Sell
2,432
-124
-5% -$26.6K 0.04% 170
2025
Q1 		$479K Sell
2,556
-128
-5% -$24.9K 0.04% 144
2024
Q4 		$452K Sell
2,684
-2
-0.1% -$374 0.04% 154
2024
Q3 		$491K Buy
+2,686
New +$408K 0.04% 133

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DCP
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State Street
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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

Angeles Wealth Management's GWRE Position: Q2 2026 in Review

Angeles Wealth Management increased its Guidewire Software (GWRE) stake by 5.1% in Q2 2026, buying an estimated $18K and bringing the position to 2,761 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #357.

Angeles Wealth Management first reported a position in GWRE in Q3 2024 and has held it in 8 quarters since. The position peaked at $573K in Q2 2025. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Angeles Wealth Management held 2,761 shares of Guidewire Software worth $340K as of Q2 2026.
  • Angeles Wealth Management bought 135 Guidewire Software shares in Q2 2026, an estimated $18K.
  • Guidewire Software made up 0.02% of Angeles Wealth Management's portfolio in Q2 2026, its #357 holding.
  • Angeles Wealth Management first reported a position in Guidewire Software in Q3 2024 and has held it in 8 quarters since.
  • Angeles Wealth Management's Guidewire Software position peaked at $573K in Q2 2025.
  • 549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.