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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
Q1 		$748 Hold
5
– – ﹤0.01% 904
2025
Q4 		$1.01K Buy
+5
New +$1.11K ﹤0.01% 749

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VCM
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State Street
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Royal Bank of Canada
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ROIC
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Legacy Wealth Management (Idaho)'s GWRE Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its Guidewire Software (GWRE) position steady in Q1 2026 at 5 shares worth $748. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Legacy Wealth Management (Idaho) first reported a position in GWRE in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.01K in Q4 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 5 shares of Guidewire Software worth $748 as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its Guidewire Software share count unchanged in Q1 2026.
  • Guidewire Software made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #904 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Guidewire Software in Q4 2025 and has held it in 2 quarters since.
  • Legacy Wealth Management (Idaho)'s Guidewire Software position peaked at $1.01K in Q4 2025.
  • 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.