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Gitterman Wealth Management’s Guidewire Software GWRE Stock Holding History

Gitterman 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
Q3 		– Sell
-929
Closed -$219K – 215
2025
Q2 		$219K Buy
+929
New +$200K 0.05% 133

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DCP
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ROIC
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Geode Capital Management
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Artisan Partners
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Gitterman Wealth Management's GWRE Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Guidewire Software (GWRE) in Q3 2025, closing a stake of 929 shares — an estimated $219K sold.

Gitterman Wealth Management first reported a position in GWRE in Q2 2025 and held it in 1 quarter. The position peaked at $219K in Q2 2025. 689 funds tracked by Wall St. Rank hold GWRE as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Guidewire Software position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 929 Guidewire Software shares in Q3 2025, an estimated $219K.
  • Gitterman Wealth Management first reported a position in Guidewire Software in Q2 2025 and held it in 1 quarter.
  • Gitterman Wealth Management's Guidewire Software position peaked at $219K in Q2 2025.
  • 689 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.