HWM
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HB Wealth Management’s Guidewire Software GWRE Stock Holding History

HB 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
2026
Q1 		$2.76M Sell
18,441
-1,721
-9% -$262K 0.02% 363
2025
Q4 		$4.05M Sell
20,162
-430
-2% -$95.1K 0.03% 287
2025
Q3 		$4.73M Buy
20,592
+111
+0.5% +$25.2K 0.03% 259
2025
Q2 		$4.82M Buy
20,481
+314
+2% +$67.5K 0.04% 237
2025
Q1 		$3.78M Buy
20,167
+18,054
+854% +$3.51M 0.03% 269
2024
Q4 		$356K Buy
2,113
+763
+57% +$143K ﹤0.01% 751
2024
Q3 		$247K Buy
+1,350
New +$205K ﹤0.01% 826

Other funds holding GWRE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
VCM
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
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
ROIC
Route One Investment Company San Francisco, California $2.28B AUM 11.7% 1-Year Est. Return