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HHM Wealth Advisors’s Guidewire Software GWRE Stock Holding History

HHM Wealth Advisors’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
Q2 		– Sell
-2
Closed -$375 – 894
2025
Q1 		$375 Hold
2
– – ﹤0.01% 886
2024
Q4 		$338 Buy
+2
New +$374 ﹤0.01% 943

Other funds holding GWRE

BlackRock
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Vanguard Group
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BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

HHM Wealth Advisors's GWRE Position: Q2 2025 in Review

HHM Wealth Advisors sold out of Guidewire Software (GWRE) in Q2 2025, closing a stake of 2 shares — an estimated $375 sold.

HHM Wealth Advisors first reported a position in GWRE in Q4 2024 and held it in 2 quarters. The position peaked at $375 in Q1 2025. 677 funds tracked by Wall St. Rank hold GWRE as of Q2 2025.

  • HHM Wealth Advisors reported no remaining Guidewire Software position as of Q2 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 2 Guidewire Software shares in Q2 2025, an estimated $375.
  • HHM Wealth Advisors first reported a position in Guidewire Software in Q4 2024 and held it in 2 quarters.
  • HHM Wealth Advisors's Guidewire Software position peaked at $375 in Q1 2025.
  • 677 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2025.

Based on HHM Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.