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Crestwood Advisors Group’s Guidewire Software GWRE Stock Holding History

Crestwood Advisors Group’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
Q2 		$221K Buy
1,794
+333
+23% +$44.4K ﹤0.01% 805
2026
Q1 		$219K Buy
+1,461
New +$222K ﹤0.01% 704

Other funds holding GWRE

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

Crestwood Advisors Group's GWRE Position: Q2 2026 in Review

Crestwood Advisors Group increased its Guidewire Software (GWRE) stake by 23% in Q2 2026, buying an estimated $44.4K and bringing the position to 1,794 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Crestwood Advisors Group first reported a position in GWRE in Q1 2026 and has held it in 2 quarters since. 547 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Crestwood Advisors Group held 1,794 shares of Guidewire Software worth $221K as of Q2 2026.
  • Crestwood Advisors Group bought 333 Guidewire Software shares in Q2 2026, an estimated $44.4K.
  • Guidewire Software made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #805 holding.
  • Crestwood Advisors Group first reported a position in Guidewire Software in Q1 2026 and has held it in 2 quarters since.
  • 547 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.