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

Private Wealth Management Group’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	$1.11K	Hold	9	–	–	﹤0.01%	1284
2026 Q1	$1.35K	Sell	9 -1	-10%	-$152	﹤0.01%	1181
2025 Q4	$2.01K	Hold	10	–	–	﹤0.01%	1077
2025 Q3	$2.3K	Hold	10	–	–	﹤0.01%	1070
2025 Q2	$2.35K	Hold	10	–	–	﹤0.01%	1035
2025 Q1	$1.87K	Hold	10	–	–	﹤0.01%	1075
2024 Q4	$1.69K	Hold	10	–	–	﹤0.01%	1146
2024 Q3	$1.83K	Buy	10 +1	+11%	+$152	﹤0.01%	1101
2024 Q2	$1.24K	Hold	9	–	–	﹤0.01%	1215
2024 Q1	$1.05K	Hold	9	–	–	﹤0.01%	1247
2023 Q4	$982	Buy	+9	New	+$859	﹤0.01%	1280

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

Private Wealth Management Group's GWRE Position: Q2 2026 in Review

Private Wealth Management Group held its Guidewire Software (GWRE) position steady in Q2 2026 at 9 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

Private Wealth Management Group first reported a position in GWRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.35K in Q2 2025. 547 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

Private Wealth Management Group held 9 shares of Guidewire Software worth $1.11K as of Q2 2026.
Private Wealth Management Group left its Guidewire Software share count unchanged in Q2 2026.
Guidewire Software made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1284 holding.
Private Wealth Management Group first reported a position in Guidewire Software in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Guidewire Software position peaked at $2.35K in Q2 2025.
547 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.