CWM
GWRE icon

Centricity Wealth Management’s Guidewire Software GWRE Stock Holding History

Centricity 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
2025
Q2 		$6.12K Hold
26
– – ﹤0.01% 360
2025
Q1 		$4.87K Hold
26
– – ﹤0.01% 380
2024
Q4 		$4.38K Buy
+26
New +$4.86K ﹤0.01% 396

Other funds holding GWRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 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 $22.3B AUM 42.01% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Centricity Wealth Management's GWRE Position: Q2 2025 in Review

Centricity Wealth Management held its Guidewire Software (GWRE) position steady in Q2 2025 at 26 shares worth $6.12K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Centricity Wealth Management first reported a position in GWRE in Q4 2024 and has held it in 3 quarters since. 677 funds tracked by Wall St. Rank hold GWRE as of Q2 2025.

  • Centricity Wealth Management held 26 shares of Guidewire Software worth $6.12K as of Q2 2025.
  • Centricity Wealth Management left its Guidewire Software share count unchanged in Q2 2025.
  • Guidewire Software made up ﹤0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #360 holding.
  • Centricity Wealth Management first reported a position in Guidewire Software in Q4 2024 and has held it in 3 quarters since.
  • 677 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.