Colonial Trust’s Guidewire Software GWRE Stock Holding History

Colonial Trust’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	$14.7K	Hold	98	–	–	﹤0.01%	715
2025 Q4	$19.7K	Hold	98	–	–	﹤0.01%	686
2025 Q3	$22.5K	Hold	98	–	–	﹤0.01%	655
2025 Q2	$23.1K	Sell	98 -13	-12%	-$2.79K	﹤0.01%	650
2025 Q1	$20.8K	Sell	111 -176	-61%	-$34.2K	﹤0.01%	679
2024 Q4	$48.4K	Buy	287 +183	+176%	+$34.2K	0.01%	585
2024 Q3	$18.5K	Hold	104	–	–	﹤0.01%	733
2024 Q2	$14.3K	Hold	104	–	–	﹤0.01%	728
2024 Q1	$12.1K	Hold	104	–	–	﹤0.01%	738
2023 Q4	$11.5K	Hold	104	–	–	﹤0.01%	705
2023 Q3	$8.82K	Buy	104 +28	+37%	+$2.34K	﹤0.01%	721
2023 Q2	$5.67K	Hold	76	–	–	﹤0.01%	767
2023 Q1	$6.04K	Hold	76	–	–	﹤0.01%	728
2022 Q4	$4.74K	Buy	+76	New	+$4.51K	﹤0.01%	756

Other funds holding GWRE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Route One Investment Company San Francisco, California $2.28B AUM 11.7% 1-Year Est. Return