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Integrated Wealth Concepts’s Guidewire Software GWRE Stock Holding History

Integrated Wealth Concepts’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
Q4 		– Sell
-5,278
Closed -$1.21M – 1802
2025
Q3 		$1.21M Sell
5,278
-887
-14% -$202K 0.01% 881
2025
Q2 		$1.45M Buy
+6,165
New +$1.32M 0.01% 747

Other funds holding GWRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Integrated Wealth Concepts's GWRE Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of Guidewire Software (GWRE) in Q4 2025, closing a stake of 5,278 shares — an estimated $1.21M sold.

Integrated Wealth Concepts first reported a position in GWRE in Q2 2025 and held it in 2 quarters. The position peaked at $1.45M in Q2 2025. 670 funds tracked by Wall St. Rank hold GWRE as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining Guidewire Software position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 5,278 Guidewire Software shares in Q4 2025, an estimated $1.21M.
  • Integrated Wealth Concepts first reported a position in Guidewire Software in Q2 2025 and held it in 2 quarters.
  • Integrated Wealth Concepts's Guidewire Software position peaked at $1.45M in Q2 2025.
  • 670 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.