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Bay Harbor Wealth Management’s Guidewire Software GWRE Stock Holding History

Bay Harbor 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
-3
Closed -$603 – 1320
2025
Q4 		$603 Hold
3
– – ﹤0.01% 794
2025
Q3 		$689 Buy
3
+1
+50% +$227 ﹤0.01% 616
2025
Q2 		$470 Buy
2
+1
+100% +$215 ﹤0.01% 663
2025
Q1 		$187 Buy
+1
New +$194 ﹤0.01% 697

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Bay Harbor Wealth Management's GWRE Position: Q1 2026 in Review

Bay Harbor Wealth Management sold out of Guidewire Software (GWRE) in Q1 2026, closing a stake of 3 shares — an estimated $603 sold.

Bay Harbor Wealth Management first reported a position in GWRE in Q1 2025 and held it in 4 quarters. The position peaked at $689 in Q3 2025. 597 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Bay Harbor Wealth Management reported no remaining Guidewire Software position as of Q1 2026 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 3 Guidewire Software shares in Q1 2026, an estimated $603.
  • Bay Harbor Wealth Management first reported a position in Guidewire Software in Q1 2025 and held it in 4 quarters.
  • Bay Harbor Wealth Management's Guidewire Software position peaked at $689 in Q3 2025.
  • 597 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.