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Legacy Wealth Asset Management’s Guidewire Software GWRE Stock Holding History

Legacy Wealth 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
Q2 		– Sell
-1,699
Closed -$254K – 390
2026
Q1 		$254K Buy
1,699
+11
+0.7% +$1.67K 0.06% 329
2025
Q4 		$339K Buy
1,688
+27
+2% +$5.97K 0.08% 305
2025
Q3 		$382K Sell
1,661
-33
-2% -$7.5K 0.09% 294
2025
Q2 		$399K Buy
1,694
+36
+2% +$7.74K 0.1% 278
2025
Q1 		$311K Buy
+1,658
New +$322K 0.09% 298

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LP
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Vanguard Portfolio Management
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Vanguard Capital Management
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DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
State Street
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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

Legacy Wealth Asset Management's GWRE Position: Q2 2026 in Review

Legacy Wealth Asset Management sold out of Guidewire Software (GWRE) in Q2 2026, closing a stake of 1,699 shares — an estimated $254K sold.

Legacy Wealth Asset Management first reported a position in GWRE in Q1 2025 and held it in 5 quarters. The position peaked at $399K in Q2 2025. 547 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Legacy Wealth Asset Management reported no remaining Guidewire Software position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 1,699 Guidewire Software shares in Q2 2026, an estimated $254K.
  • Legacy Wealth Asset Management first reported a position in Guidewire Software in Q1 2025 and held it in 5 quarters.
  • Legacy Wealth Asset Management's Guidewire Software position peaked at $399K in Q2 2025.
  • 547 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.