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Arkadios Wealth Advisors’s Guidewire Software GWRE Stock Holding History

Arkadios 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 		– Sell
-1,545
Closed -$231K – 1810
2026
Q1 		$231K Sell
1,545
-2,182
-59% -$332K ﹤0.01% 1497
2025
Q4 		$749K Sell
3,727
-12
-0.3% -$2.65K 0.01% 833
2025
Q3 		$859K Buy
3,739
+62
+2% +$14.1K 0.02% 702
2025
Q2 		$866K Buy
3,677
+425
+13% +$91.3K 0.03% 621
2025
Q1 		$609K Buy
3,252
+485
+18% +$94.3K 0.02% 631
2024
Q4 		$466K Buy
2,767
+301
+12% +$56.2K 0.03% 570
2024
Q3 		$451K Sell
2,466
-370
-13% -$56.2K 0.03% 578
2024
Q2 		$391K Sell
2,836
-219
-7% -$26.3K 0.03% 548
2024
Q1 		$357K Sell
3,055
-252
-8% -$28.8K 0.03% 481
2023
Q4 		$361K Sell
3,307
-472
-12% -$45K 0.03% 460
2023
Q3 		$340K Sell
3,779
-239
-6% -$20K 0.03% 446
2023
Q2 		$306K Buy
+4,018
New +$308K 0.04% 437
2021
Q4 		– Sell
-3
Closed – – 1075
2021
Q3 		$0 Hold
3
– – ﹤0.01% 1939
2021
Q2 		$0 Hold
3
– – ﹤0.01% 1981
2021
Q1 		$0 Buy
+3
New +$349 ﹤0.01% 1682

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

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

Arkadios Wealth Advisors sold out of Guidewire Software (GWRE) in Q2 2026, closing a stake of 1,545 shares — an estimated $231K sold.

Arkadios Wealth Advisors first reported a position in GWRE in Q1 2021 and held it in 15 quarters. The position peaked at $866K in Q2 2025. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Arkadios Wealth Advisors reported no remaining Guidewire Software position as of Q2 2026 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,545 Guidewire Software shares in Q2 2026, an estimated $231K.
  • Arkadios Wealth Advisors first reported a position in Guidewire Software in Q1 2021 and held it in 15 quarters.
  • Arkadios Wealth Advisors's Guidewire Software position peaked at $866K in Q2 2025.
  • 549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.