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Mount Yale Investment Advisors’s Guidewire Software GWRE Stock Holding History

Mount Yale Investment 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 		– Sell
-1,469
Closed -$220K – 1226
2026
Q1 		$220K Buy
+1,469
New +$224K 0.01% 1017
2025
Q3 		– Sell
-1,847
Closed -$435K – 1057
2025
Q2 		$435K Sell
1,847
-1,244
-40% -$267K 0.03% 371
2025
Q1 		$579K Buy
+3,091
New +$601K 0.05% 300

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Vanguard Portfolio Management
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Vanguard Capital Management
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DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
State Street
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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

Mount Yale Investment Advisors's GWRE Position: Q2 2026 in Review

Mount Yale Investment Advisors sold out of Guidewire Software (GWRE) in Q2 2026, closing a stake of 1,469 shares — an estimated $220K sold.

Mount Yale Investment Advisors first reported a position in GWRE in Q1 2025 and held it in 3 quarters. The position peaked at $579K in Q1 2025. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Mount Yale Investment Advisors reported no remaining Guidewire Software position as of Q2 2026 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,469 Guidewire Software shares in Q2 2026, an estimated $220K.
  • Mount Yale Investment Advisors first reported a position in Guidewire Software in Q1 2025 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Guidewire Software position peaked at $579K in Q1 2025.
  • 549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.