Mowery & Schoenfeld Wealth Management’s Guidewire Software GWRE Stock Holding History

Mowery & Schoenfeld Wealth Management’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	$493	Hold	4	–	–	﹤0.01%	351
2026 Q1	$599	Hold	4	–	–	﹤0.01%	342
2025 Q4	$805	Hold	4	–	–	﹤0.01%	461
2025 Q3	$920	Hold	4	–	–	﹤0.01%	365
2025 Q2	$942	Hold	4	–	–	﹤0.01%	363
2025 Q1	$750	Hold	4	–	–	﹤0.01%	426
2024 Q4	$675	Hold	4	–	–	﹤0.01%	462
2024 Q3	$732	Hold	4	–	–	﹤0.01%	223
2024 Q2	$552	Hold	4	–	–	﹤0.01%	201
2024 Q1	$467	Hold	4	–	–	﹤0.01%	150
2023 Q4	$437	Buy	+4	New	+$382	﹤0.01%	156

Other funds holding GWRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's GWRE Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Guidewire Software (GWRE) position steady in Q2 2026 at 4 shares worth $493. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Mowery & Schoenfeld Wealth Management first reported a position in GWRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $942 in Q2 2025. 265 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 4 shares of Guidewire Software worth $493 as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its Guidewire Software share count unchanged in Q2 2026.
Guidewire Software made up ﹤0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #351 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Guidewire Software in Q4 2023 and has held it in 11 quarters since.
Mowery & Schoenfeld Wealth Management's Guidewire Software position peaked at $942 in Q2 2025.
265 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.