Avior Wealth Management
GWRE icon

Avior Wealth Management’s Guidewire Software GWRE Stock Holding History

Avior 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
Q3 		– Sell
-1,827
Closed -$225K – 807
2026
Q2 		$225K Buy
+1,827
New +$244K 0.01% 727
2025
Q1 		– Sell
-53
Closed -$8.93K – 1412
2024
Q4 		$8.93K Hold
53
– – ﹤0.01% 1663
2024
Q3 		$9.7K Hold
53
– – ﹤0.01% 1570
2024
Q2 		$7.31K Sell
53
-222
-81% -$26.7K ﹤0.01% 1601
2024
Q1 		$32.1K Buy
275
+222
+419% +$25.4K ﹤0.01% 1409
2023
Q4 		$5.78K Hold
53
– – ﹤0.01% 1105
2023
Q3 		$4.77K Hold
53
– – ﹤0.01% 1201
2023
Q2 		$4.03K Hold
53
– – ﹤0.01% 1239
2023
Q1 		$4.35K Buy
+53
New +$3.85K ﹤0.01% 1241
2020
Q2 		– Sell
-3,220
Closed -$255K – 936
2020
Q1 		$255K Hold
3,220
– – 0.05% 298
2019
Q4 		$353K Sell
3,220
-990
-24% -$111K 0.06% 285
2019
Q3 		$443K Hold
4,210
– – 0.08% 239
2019
Q2 		$427K Hold
4,210
– – 0.08% 234
2019
Q1 		$409K Buy
4,210
+1,370
+48% +$122K 0.09% 233
2018
Q4 		$227K Buy
2,840
+50
+2% +$4.36K 0.05% 289
2018
Q3 		$282K Buy
2,790
+1,190
+74% +$114K 0.06% 273
2018
Q2 		$142K Buy
+1,600
New +$142K 0.03% 402

Other funds holding GWRE

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return

Avior Wealth Management's GWRE Position: Q3 2026 in Review

Avior Wealth Management sold out of Guidewire Software (GWRE) in Q3 2026, closing a stake of 1,827 shares — an estimated $225K sold.

Avior Wealth Management first reported a position in GWRE in Q2 2018 and held it in 17 quarters. The position peaked at $443K in Q3 2019. 34 funds tracked by Wall St. Rank hold GWRE as of Q3 2026.

  • Avior Wealth Management reported no remaining Guidewire Software position as of Q3 2026 after selling out during the quarter.
  • Avior Wealth Management sold 1,827 Guidewire Software shares in Q3 2026, an estimated $225K.
  • Avior Wealth Management first reported a position in Guidewire Software in Q2 2018 and held it in 17 quarters.
  • Avior Wealth Management's Guidewire Software position peaked at $443K in Q3 2019.
  • 34 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.