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Legacy Wealth Management (Idaho)’s Guidewire Software GWRE Stock Holding History

Legacy Wealth Management (Idaho)’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
-5
Closed -$748 – 503
2026
Q1 		$748 Hold
5
– – ﹤0.01% 904
2025
Q4 		$1.01K Buy
+5
New +$1.11K ﹤0.01% 749

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Legacy Wealth Management (Idaho)'s GWRE Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Guidewire Software (GWRE) in Q2 2026, closing a stake of 5 shares — an estimated $748 sold.

Legacy Wealth Management (Idaho) first reported a position in GWRE in Q4 2025 and held it in 2 quarters. The position peaked at $1.01K in Q4 2025. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Guidewire Software position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 5 Guidewire Software shares in Q2 2026, an estimated $748.
  • Legacy Wealth Management (Idaho) first reported a position in Guidewire Software in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Guidewire Software position peaked at $1.01K in Q4 2025.
  • 549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.