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Hennion & Walsh Asset Management’s Guidewire Software GWRE Stock Holding History

Hennion & Walsh Asset 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
Q3 		$1M Sell
7,039
-112
-2% -$17.8K 0.03% 565
2026
Q2 		$880K Buy
7,151
+682
+11% +$90.9K 0.03% 594
2026
Q1 		$968K Buy
6,469
+774
+14% +$118K 0.03% 523
2025
Q4 		$1.14M Buy
5,695
+2,649
+87% +$586K 0.04% 489
2025
Q3 		$700K Buy
3,046
+437
+17% +$99.4K 0.03% 602
2025
Q2 		$614K Buy
2,609
+1,113
+74% +$239K 0.02% 615
2025
Q1 		$280K Buy
+1,496
New +$291K 0.01% 774
2022
Q2 		– Sell
-4,042
Closed -$382K – 775
2022
Q1 		$382K Buy
4,042
+67
+2% +$6.4K 0.02% 574
2021
Q4 		$451K Sell
3,975
-2,118
-35% -$251K 0.02% 555
2021
Q3 		$724K Sell
6,093
-124
-2% -$14.3K 0.04% 429
2021
Q2 		$701K Sell
6,217
-252
-4% -$26.2K 0.04% 442
2021
Q1 		$657K Buy
+6,469
New +$752K 0.04% 450

Other funds holding GWRE

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return
ST
Somerset Trust Somerset, Pennsylvania $354M AUM 20.79% 1-Year Est. Return

Hennion & Walsh Asset Management's GWRE Position: Q3 2026 in Review

Hennion & Walsh Asset Management reduced its Guidewire Software (GWRE) stake by 1.6% in Q3 2026, selling an estimated $17.8K and leaving 7,039 shares worth $1M. The position accounts for 0.03% of the portfolio, ranked #565.

Hennion & Walsh Asset Management first reported a position in GWRE in Q1 2021 and has held it in 12 quarters since. The position peaked at $1.14M in Q4 2025. 28 funds tracked by Wall St. Rank hold GWRE as of Q3 2026.

  • Hennion & Walsh Asset Management held 7,039 shares of Guidewire Software worth $1M as of Q3 2026.
  • Hennion & Walsh Asset Management sold 112 Guidewire Software shares in Q3 2026, an estimated $17.8K.
  • Guidewire Software made up 0.03% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #565 holding.
  • Hennion & Walsh Asset Management first reported a position in Guidewire Software in Q1 2021 and has held it in 12 quarters since.
  • Hennion & Walsh Asset Management's Guidewire Software position peaked at $1.14M in Q4 2025.
  • 28 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.