PWA
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Physician Wealth Advisors’s Guidewire Software GWRE Stock Holding History

Physician 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 		$5.17K Buy
42
+32
+320% +$4.27K ﹤0.01% 1082
2026
Q1 		$1.5K Buy
10
+3
+43% +$456 ﹤0.01% 1476
2025
Q4 		$1.41K Buy
7
+2
+40% +$442 ﹤0.01% 1446
2025
Q3 		$1.15K Hold
5
– – ﹤0.01% 1493
2025
Q2 		$1.18K Buy
+5
New +$1.07K ﹤0.01% 1286

Other funds holding GWRE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Physician Wealth Advisors increased its Guidewire Software (GWRE) stake by 320% in Q2 2026, buying an estimated $4.27K and bringing the position to 42 shares worth $5.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

Physician Wealth Advisors first reported a position in GWRE in Q2 2025 and has held it in 5 quarters since. 85 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Physician Wealth Advisors held 42 shares of Guidewire Software worth $5.17K as of Q2 2026.
  • Physician Wealth Advisors bought 32 Guidewire Software shares in Q2 2026, an estimated $4.27K.
  • Guidewire Software made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1082 holding.
  • Physician Wealth Advisors first reported a position in Guidewire Software in Q2 2025 and has held it in 5 quarters since.
  • 85 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.