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Carolinas Wealth Consulting’s Guidewire Software GWRE Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-15
Closed -$2.73K – 387
2025
Q1 		$2.73K Sell
15
-9
-38% -$1.75K ﹤0.01% 728
2024
Q4 		$3.89K Buy
24
+7
+41% +$1.31K ﹤0.01% 683
2024
Q3 		$3.06K Hold
17
– – ﹤0.01% 742
2024
Q2 		$2.31K Sell
17
-2
-11% -$241 ﹤0.01% 775
2024
Q1 		$2.16K Buy
+19
New +$2.17K ﹤0.01% 785
2023
Q2 		– Sell
-55
Closed -$4.51K – 1085
2023
Q1 		$4.51K Buy
+55
New +$4K ﹤0.01% 703

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Massachusetts Financial Services
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LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Carolinas Wealth Consulting's GWRE Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Guidewire Software (GWRE) in Q2 2025, closing a stake of 15 shares — an estimated $2.73K sold.

Carolinas Wealth Consulting first reported a position in GWRE in Q1 2023 and held it in 6 quarters. The position peaked at $4.51K in Q1 2023. 677 funds tracked by Wall St. Rank hold GWRE as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Guidewire Software position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 15 Guidewire Software shares in Q2 2025, an estimated $2.73K.
  • Carolinas Wealth Consulting first reported a position in Guidewire Software in Q1 2023 and held it in 6 quarters.
  • Carolinas Wealth Consulting's Guidewire Software position peaked at $4.51K in Q1 2023.
  • 677 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.