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Private Wealth Asset Management’s Guidewire Software GWRE Stock Holding History

Private Wealth Asset Management’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
-1
Closed -$201 – 1022
2025
Q4 		$201 Sell
1
-20
-95% -$4.42K ﹤0.01% 1002
2025
Q3 		$4.83K Hold
21
– – ﹤0.01% 753
2025
Q2 		$4.94K Hold
21
– – ﹤0.01% 767
2025
Q1 		$3.94K Buy
+21
New +$4.08K ﹤0.01% 755

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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

Private Wealth Asset Management's GWRE Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Guidewire Software (GWRE) in Q1 2026, closing a stake of 1 share — an estimated $201 sold.

Private Wealth Asset Management first reported a position in GWRE in Q1 2025 and held it in 4 quarters. The position peaked at $4.94K in Q2 2025. 597 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Private Wealth Asset Management reported no remaining Guidewire Software position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 1 Guidewire Software share in Q1 2026, an estimated $201.
  • Private Wealth Asset Management first reported a position in Guidewire Software in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's Guidewire Software position peaked at $4.94K in Q2 2025.
  • 597 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.