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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

Pinnacle Wealth Planning Services's GWRE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Guidewire Software (GWRE) stake by 29% in Q1 2026, selling an estimated $3.35K and leaving 54 shares worth $8.08K. The position accounts for ﹤0.01% of the portfolio, ranked #2090.

Pinnacle Wealth Planning Services first reported a position in GWRE in Q4 2020 and has held it in 6 quarters since. The position peaked at $306K in Q3 2024. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Pinnacle Wealth Planning Services held 54 shares of Guidewire Software worth $8.08K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 22 Guidewire Software shares in Q1 2026, an estimated $3.35K.
  • Guidewire Software made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2090 holding.
  • Pinnacle Wealth Planning Services first reported a position in Guidewire Software in Q4 2020 and has held it in 6 quarters since.
  • Pinnacle Wealth Planning Services's Guidewire Software position peaked at $306K in Q3 2024.
  • 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.