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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
Q2 		$69.8K Buy
576
+155
+37% +$20.7K 0.02% 402
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

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Medallion Wealth Advisors's GWRE Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Guidewire Software (GWRE) stake by 37% in Q2 2026, buying an estimated $20.7K and bringing the position to 576 shares worth $69.8K. The position accounts for 0.02% of the portfolio, ranked #402.

Medallion Wealth Advisors first reported a position in GWRE in Q2 2025 and has held it in 5 quarters since. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Medallion Wealth Advisors held 576 shares of Guidewire Software worth $69.8K as of Q2 2026.
  • Medallion Wealth Advisors bought 155 Guidewire Software shares in Q2 2026, an estimated $20.7K.
  • Guidewire Software made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #402 holding.
  • Medallion Wealth Advisors first reported a position in Guidewire Software in Q2 2025 and has held it in 5 quarters since.
  • 549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.