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Medallion Wealth Advisors’s Guidewire Software GWRE Stock Holding History

Medallion Wealth Advisors’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 		$63K Buy
421
+77
+22% +$11.7K 0.02% 428
2025
Q4 		$69.1K Buy
344
+189
+122% +$41.8K 0.02% 417
2025
Q3 		$35.6K Sell
155
-2
-1% -$455 0.01% 526
2025
Q2 		$36.5K Buy
+157
New +$33.7K 0.01% 513

Other funds holding GWRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

Medallion Wealth Advisors's GWRE Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Guidewire Software (GWRE) stake by 22% in Q1 2026, buying an estimated $11.7K and bringing the position to 421 shares worth $63K. The position accounts for 0.02% of the portfolio, ranked #428.

Medallion Wealth Advisors first reported a position in GWRE in Q2 2025 and has held it in 4 quarters since. The position peaked at $69.1K in Q4 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Medallion Wealth Advisors held 421 shares of Guidewire Software worth $63K as of Q1 2026.
  • Medallion Wealth Advisors bought 77 Guidewire Software shares in Q1 2026, an estimated $11.7K.
  • Guidewire Software made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #428 holding.
  • Medallion Wealth Advisors first reported a position in Guidewire Software in Q2 2025 and has held it in 4 quarters since.
  • Medallion Wealth Advisors's Guidewire Software position peaked at $69.1K in Q4 2025.
  • 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.