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Intentional Wealth Strategies’s Guidewire Software GWRE Stock Holding History

Intentional Wealth Strategies’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
Q2 		– Sell
-16
Closed -$2.39K – 411
2026
Q1 		$2.39K Buy
+16
New +$2.44K ﹤0.01% 628

Other funds holding GWRE

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

Intentional Wealth Strategies's GWRE Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Guidewire Software (GWRE) in Q2 2026, closing a stake of 16 shares — an estimated $2.39K sold.

Intentional Wealth Strategies first reported a position in GWRE in Q1 2026 and held it in 1 quarter. The position peaked at $2.39K in Q1 2026. 547 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Guidewire Software position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 16 Guidewire Software shares in Q2 2026, an estimated $2.39K.
  • Intentional Wealth Strategies first reported a position in Guidewire Software in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Guidewire Software position peaked at $2.39K in Q1 2026.
  • 547 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.