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NewEdge Wealth’s Guidewire Software GWRE Stock Holding History

NewEdge Wealth’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
-4,987
Closed -$1M – 1198
2025
Q4 		$1M Buy
4,987
+39
+0.8% +$8.63K 0.01% 634
2025
Q3 		$1.09M Sell
4,948
-3,637
-42% -$827K 0.02% 549
2025
Q2 		$1.87M Buy
+8,585
New +$1.84M 0.03% 393

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DCP
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Vanguard Capital Management
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Massachusetts Financial Services
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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

NewEdge Wealth's GWRE Position: Q1 2026 in Review

NewEdge Wealth sold out of Guidewire Software (GWRE) in Q1 2026, closing a stake of 4,987 shares — an estimated $1M sold.

NewEdge Wealth first reported a position in GWRE in Q2 2025 and held it in 3 quarters. The position peaked at $1.87M in Q2 2025. 597 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • NewEdge Wealth reported no remaining Guidewire Software position as of Q1 2026 after selling out during the quarter.
  • NewEdge Wealth sold 4,987 Guidewire Software shares in Q1 2026, an estimated $1M.
  • NewEdge Wealth first reported a position in Guidewire Software in Q2 2025 and held it in 3 quarters.
  • NewEdge Wealth's Guidewire Software position peaked at $1.87M in Q2 2025.
  • 597 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.