Pinnacle Wealth Planning Services’s Guidewire Software GWRE Stock Holding History

Pinnacle Wealth Planning Services’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	$6.03K	Sell	49 -5	-9%	-$667	﹤0.01%	2249
2026 Q1	$8.08K	Sell	54 -22	-29%	-$3.35K	﹤0.01%	2090
2025 Q4	$15.3K	Buy	+76	New	+$16.8K	﹤0.01%	1840
2025 Q1	–	Sell	-1,702	Closed	-$287K	–	413
2024 Q4	$287K	Buy	1,702 +30	+2%	+$5.6K	0.04%	263
2024 Q3	$306K	Buy	1,672 +28	+2%	+$4.25K	0.04%	299
2024 Q2	$227K	Buy	+1,644	New	+$198K	0.03%	377
2021 Q1	–	Sell	-35	Closed	-$5K	–	1016
2020 Q4	$5K	Buy	+35	New	+$3.99K	﹤0.01%	1650

Other funds holding GWRE

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Pinnacle Wealth Planning Services's GWRE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Guidewire Software (GWRE) stake by 9.3% in Q2 2026, selling an estimated $667 and leaving 49 shares worth $6.03K. The position accounts for ﹤0.01% of the portfolio, ranked #2249.

Pinnacle Wealth Planning Services first reported a position in GWRE in Q4 2020 and has held it in 7 quarters since. The position peaked at $306K in Q3 2024. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

Pinnacle Wealth Planning Services held 49 shares of Guidewire Software worth $6.03K as of Q2 2026.
Pinnacle Wealth Planning Services sold 5 Guidewire Software shares in Q2 2026, an estimated $667.
Guidewire Software made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2249 holding.
Pinnacle Wealth Planning Services first reported a position in Guidewire Software in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Guidewire Software position peaked at $306K in Q3 2024.
549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.