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Planning Strategies’s Guidewire Software GWRE Stock Holding History

Planning Strategies’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 		$119K Buy
+971
New +$129K 0.07% 93

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DCP
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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
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

Planning Strategies's GWRE Position: Q2 2026 in Review

Planning Strategies opened a new position in Guidewire Software (GWRE) in Q2 2026: 971 shares worth $119K. The stake represents 0.07% of the portfolio and ranks #93 among its holdings.

516 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Planning Strategies held 971 shares of Guidewire Software worth $119K as of Q2 2026.
  • Guidewire Software was a new Planning Strategies position in Q2 2026.
  • Guidewire Software made up 0.07% of Planning Strategies's portfolio in Q2 2026, its #93 holding.
  • 516 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.