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Measured Wealth Private Client Group’s Guidewire Software GWRE Stock Holding History

Measured Wealth Private Client Group’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 		– Sell
-111
Closed -$22.3K – 746
2025
Q4 		$22.3K Sell
111
-13
-10% -$2.88K 0.01% 458
2025
Q3 		$28.5K Buy
+124
New +$28.2K 0.01% 400

Other funds holding GWRE

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

Measured Wealth Private Client Group's GWRE Position: Q1 2026 in Review

Measured Wealth Private Client Group sold out of Guidewire Software (GWRE) in Q1 2026, closing a stake of 111 shares — an estimated $22.3K sold.

Measured Wealth Private Client Group first reported a position in GWRE in Q3 2025 and held it in 2 quarters. The position peaked at $28.5K in Q3 2025. 597 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Measured Wealth Private Client Group reported no remaining Guidewire Software position as of Q1 2026 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 111 Guidewire Software shares in Q1 2026, an estimated $22.3K.
  • Measured Wealth Private Client Group first reported a position in Guidewire Software in Q3 2025 and held it in 2 quarters.
  • Measured Wealth Private Client Group's Guidewire Software position peaked at $28.5K in Q3 2025.
  • 597 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.